How approvals work

Anything with dollars on it waits for your approval: approve sends it as drafted, deny discards it, and drafts expire after 24 hours.

Anything with dollars on it — sending a quote, a firm payment reminder, an out-of-book price — waits here until you approve it. Approve sends it exactly as drafted; deny throws it away and nothing reaches the customer. Approvals expire after 24 hours so stale drafts never go out by accident; you get a nudge before that happens.

As you build trust, you can grant more autonomy in setup ("what may your assistant do alone") — until then, the default is: money waits for you.

Last verified 2026-07-18

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