Approvals (Needs attention)

When a teammate is ready to send an email, post, message, or booking — or needs a decision from you — it waits in Needs attention until you give the OK. This page shows you how to clear that queue with confidence.

In short

• Needs attention is the single place for everything waiting on your decision — open it from the left sidebar.
• A pending send shows you the full message before it goes anywhere. You read it, then Approve, edit, or Reject.
• Ask before sending is ON by default — nothing leaves your workspace until you say so.
• Some items are decisions (like hiring a new teammate or a budget change), decided right there with Approve / Reject.
• Once you trust a teammate, you can let routine sends go out on their own — but that’s an advanced choice you turn on yourself, one channel at a time.

Where approvals live

Everything waiting on you sits in one queue called Needs attention (À traiter), reached from the left sidebar. The number on it is everything that needs a decision right now — both messages waiting to be sent and decisions your teammates have raised.

The Needs attention queue, with the count of everything waiting on your decision.

The queue has up to two parts:

1. Decisions waiting — choices your teammates raised, like welcoming a new teammate, a budget change, or a strategy sign-off. Each shows what it is and who asked. You decide with Approve or Reject.
2. Board actions required — bigger items flagged on the work itself. Click one to open the full task and read the details before you decide.

If nothing is waiting, you’ll see All caught up — there’s nothing for you to do right now. That’s the normal, healthy state.

Review a pending send

A teammate has drafted an email, social post, message, or booking and it’s queued for your OK. Here’s how to clear it.

Open Needs attention

Click Needs attention in the sidebar. Each waiting item shows what it is and who raised it.

The queue lists each item with its type and who raised it.

Read what's waiting

Open the item to see the full message or decision — exactly what would go out, to whom. Take your time; nothing happens while you read.

The full draft, shown before anything is sent.

Approve, edit, or reject

• Approve — you’re happy with it. The teammate sends it.
• Edit, then approve — want a wording tweak first? Ask the teammate in Chat (Conversation) to revise it, then approve the new version.
• Reject — not right. The send is held and the teammate is told, so they can rethink it.

Approve to send, or Reject to hold it.

You’ll know it worked when the item leaves the queue and the Needs attention count drops by one.

Approving work vs. approving a send

Two different things land here, and it helps to tell them apart.

A decision

A choice your teammates raised — a new teammate, a budget change, a strategy sign-off. You decide it right in the queue with Approve or Reject.

An outbound send

A ready-to-go email, post, message, or booking. You read the full draft, then Approve to send it or Reject to hold it.

Either way, the rule is the same: you give the final OK, and nothing leaves your workspace without it.

The trust promise

This is the page where it matters most, so we’ll say it plainly:

No card. No connecting your email. Nothing gets sent without your OK.

Ask before sending — ON is the default for everyone. Your teammates also check each other’s work before calling it done, so what reaches you for approval has already been looked over once. For the bigger picture of how this keeps you in control, see Trust and safety.

Good to know — letting routine sends go out on their own

Once you’ve approved the same kind of message a few times and you trust a teammate with it, you can save a rule so similar sends go out automatically — for example, every routine LinkedIn post.

Advanced — beginners should leave this off. Auto-approve rules are set up in Settings, one channel at a time. A few things keep them safe:

• Every new rule starts switched off. You add it, then turn it on only when you’re ready.
• Preview first. Before you flip a rule on, you can see exactly how many waiting sends it would have approved — so there are no surprises.
• You can cap it. A rule only auto-approves up to the risk level you choose.
• Turning a rule off takes effect right away for anything not yet sent.

If you’re just getting started, leave every rule off and keep approving by hand — that’s the safe default.

A good moment to consider a rule is when you notice yourself approving the same low-risk thing over and over. Even then, start with one narrow rule, preview it, and watch it for a few days before adding more.

What if it isn’t working?

If something you expected isn’t in the queue, or a decision won’t go through, check these in order:

1. Is there anything to approve? All caught up means nothing is waiting — your teammates haven’t queued a send or a decision yet.
2. Give it a moment. A brand-new draft can take a short while to appear after you ask for it.
3. Refresh the page. A stale page can hide an item that already arrived (or one you just cleared).
4. Did a rule already approve it? If you’ve turned on an auto-approve rule, matching sends won’t appear here — they go out on their own. Check your rules in Settings.
5. Couldn’t approve or reject? Some decisions can only be made by a workspace admin. If you see a “you don’t have permission” message, ask whoever runs your workspace to decide it.

Still stuck? Head to Getting help and we’ll sort it out with you.

FAQ

Will my teammate send something before I see it?

No. Ask before sending is ON by default, so every email, post, message, and booking waits in Needs attention for your OK. Nothing goes out until you approve it.

What happens when I reject something?

The send is held — it does not go out. Your teammate is told it was rejected so they can rethink it or try a different version. Nothing is sent, and nothing is lost.

Can I change the message before it sends?

Yes. Ask the teammate in Chat to revise the wording, then approve the new version. You’re always approving the exact message that will go out.

Why is the queue empty?

All caught up means nothing needs your decision right now — that’s the normal, healthy state. Your teammates will add to the queue when they have a send or a decision waiting on you.

Should I set up auto-approve rules?

Only if you’re comfortable, and only for routine, low-risk sends you’ve approved many times. Rules start switched off, you can preview them first, and you can cap how much they approve. Beginners are better off approving by hand.

Why can't I approve a particular decision?

A few decisions can only be made by a workspace admin. If you can’t approve one, ask the person who runs your workspace — they’ll have the option.

Next steps

How work flows

You ask, a teammate works, a peer reviews, you give the final OK.

Trust and safety

How approvals and peer review keep you in control.

Tasks (Tâches)

Track the work itself, separate from approving sends.

Dashboard

See approvals waiting on you alongside everything else at a glance.