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Walkthroughs

Agencies and client services

Client approvals under your firm's brand Client creative approval with timestamped feedback Client onboarding intake and kickoff approval

Automation and integrations

Human approval gates inside your automations

Construction and field services

Construction change orders signed before work proceeds

Finance and accounting

Capex requests with committee sign-off Expense and reimbursement approvals with receipt proof Invoice approvals straight from the inbox Purchase order approvals with spend thresholds Vendor onboarding and payment-detail approval

HR and people operations

New-hire onboarding that IT and payroll can't miss Hiring requisitions and offer approvals PTO and leave requests with team-wide visibility Timecard approvals routed from QuickBooks Time

IT, legal and compliance

Document and policy sign-off with e-signatures IT access requests with an audit-ready trail

Sales and RevOps

Sales discount approvals that keep deals moving

Guides

Getting started
Approval Workflows The Guided Setup Workflow Testing Template Library
Building workflows
Form Builder File Upload Restrictions AI Template Generation Calculated Fields Field Settings & Validation Content Blocks Dropdown Fields & Options Dynamic Request Naming User Selection Fields Workflow Preview Workflow Order Building Workflows Private Fields
Routing & approvers
Add an Approval Step External Approver Role CC Approval (approvals@ email) Conditional & Threshold Routing Flow Watchers Vacation & Delegation Routing QuickBooks Timecards Quorum & Majority Voting
Acting on requests
E-Signature Inline File Previews Immutable Comments Login-Free Approval Links Request Revisions & Versioning Resend an Approval Request Video Review Comments Submit a Request Workflow Comments
Tracking & reporting
Bulk Archive Requests Approval Certificates Workflow Dashboards Request & Activity Export (CSV / Excel) Activity Log & Audit Trail Unified Inbox (Preview)
Notifications
In-App Notification Center Approval Reminders Notification Preferences Notification Branding
Ways requests arrive
External Data Endpoints Automated Actions Pabbly Connect Inbound Webhook Triggers Email-to-Workflow Public Forms Zapier REST API & Personal API Tokens
Workspace & security
Team Management Org Chart Account Security
Contact support

Guides

Notifications

Focused ApproveThis guides for notifications.

Guide Notifications

In-App Notification Center

A bell in the top navigation with a live unread count and a dropdown of recent approval activity, so you can jump straight to the request that needs you without digging through email.

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Guide Notifications

Approval Reminders

Nudge approvers automatically about requests still waiting on them, on a cadence you choose, until they act or the workflow stops chasing.

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Guide Notifications

Notification Preferences

Choose how you hear about approval activity: Email or In App, separately for every notification type, so the notifications you keep are the ones you actually want.

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Guide Notifications

Notification Branding

Make a flow's forms and notification emails unmistakably yours — brand color, fonts, logo, and sender name, with a live preview and team-level inheritance for anything you leave blank.

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