Approvals and reviews
An agent can stop and wait for a person in two ways:
- Ask for approval: a person sees what was made and clicks Approve or Reject. Use it before anything leaves your team, such as an email to a supplier.
- Review: a person checks the agent's results, such as the fields read from an invoice. Values that break a rule are highlighted with the reason. They can correct values, then approve or reject. The task carries on with the corrected values.
Rejecting always needs a note that says what is wrong, so the agent can fix it or ask.
Add an approval
In the builder, click Add step, then Ask for approval, and choose who approves. To have a person approve every email, webhook or update to another app, turn on Approve before acting outside in Settings instead.
Add a review
Open Tools and switch on Review. Click it to set the Reviewers, and turn on Go on without a person when every check passes to let results that pass every rule through without waiting. Then mention the review in the step that needs it, for example "have the totals reviewed before generating the payment advice".
Extract data, Classify and Split PDF can also check their own results and wait for review when a check fails: click the tool in Tools and add the checks.
Approve and review
The person is emailed a link to the task, unless Email people when a task waits on them is off in Settings, and the task shows under Needs you. They approve, reject or correct in the task itself. They can also approve or reject by replying to the email, starting the reply with approve or reject.
Learn from corrections
When a reviewer corrects a value, the agent suggests a rule from it, such as "dates on this supplier's invoices are day first". Suggested rules appear under Rules, and apply once someone approves them.
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