Ask a person to approve something

Some things should not go out on their own. A discount above a certain size, a refund, a reply to an unhappy customer. An approval step stops the automation and waits for a person.

Adding one

1. 1Add an "Ask someone to approve" step where the automation should pause.
2. 2Write the question so it makes sense on a phone, out of context. "Approve a 30% discount for Acme?" beats "Approval needed".
3. 3Add the details the approver needs to decide — the answers, the amount, the name.
4. 4Set who is asked, and how long they have.
5. 5Connect the two paths: what happens when it is approved, and what happens when it is rejected.

Deciding

Approvers get a notification and see the request in the approvals inbox, reached from the banner at the top of the automations page. Each request shows what is being asked, which automation it came from, and the details you attached. Approve or Reject, and the automation carries on down the matching path from exactly where it stopped.

When nobody answers

Set a deadline, and connect the timeout path to whatever should happen instead — escalate to someone else, send the safe version, or stop. An approval with no deadline is a run that waits forever, so the builder warns you about it.