Approvals: nothing goes out without you
Everything your Experts made that sends, posts, publishes or spends waits here for your click, with the exact facts shown before you say yes.
Your Experts research, draft and prepare without asking. Then they stop. An email campaign, a Meta ad, social posts, an invoice, an SEO plan or a run proposed in Pulse waits in Approvals until someone allowed to decide says yes.
The top five also sit on Home. Before anything sends or spends, a confirmation shows exactly what will happen, such as how many contacts an email goes to and who is skipped. Reading your own data never needs approval.
Why it helps
- Nothing reaches a customer, posts under your name or spends money without your click.
- You see the exact facts before you confirm, so there are no surprises about who gets what or what it costs.
- Everything waiting is in one list, with sends and spends first, so nothing sits forgotten in a chat thread.
How to use it
- Open Home → Approvals. Open Home → Approvals, or choose View all on the Approvals strip on Home. Filter with All, Sends & spends, Documents, Social, SEO and Runs.
- Open an item to review it. Choose Open to read the draft in place and edit it there. View in thread takes you to the Expert's chat for that job.
- Approve it. Choose the main button, which reads Send…, Publish…, Approve… or Run… depending on the item. Anything that sends or spends asks first and shows the facts.
- Or discard it. Choose × to discard. An Undo shows for a few seconds in case you change your mind.
- Work through it from the keyboard. Focus a row and press A to approve, D to discard or O to open. G then A jumps to Approvals from anywhere.
Make the most of it
- An email with follow-ups lets you choose Email 1 only, or send the first and schedule the rest. Sent email can't be called back, so check the subject and the list size first.
- A Meta ad publishes as paused: nothing spends until you switch it on in Ads Manager. A budget change from Atlas can be undone from Ads for 24 hours.
- Approving an invoice or proposal gives it a number and freezes it. To change it later, you void it and issue a new one.
- Approving social posts that have a time publishes them at that time, under your business's name.
- Approving an SEO plan moves its changes to your to-do list. Nothing on your site changes until each one is made.
Hand it over in one click
Questions
Does anything ever go out on its own?
Not new work: your Experts stop at a draft. Things you already approved, like a scheduled post or a queued email, then go out at their time.
Can my teammates approve?
Some things. The owner decides invoices, proposals, Meta ads and posts that publish under your business's name. A teammate never sees an approve button they aren't allowed to use.
What does approving a Run do?
It starts the Expert on a job Aria proposed in Pulse, using your team's hours. The confirmation shows how many hours are left this month.
Can I undo an approval?
For documents, SEO plans and social post approvals, yes: an Undo shows for a few seconds. Sends, publishes and numbered invoices can't be taken back, which is why they ask first.