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

Guides

Notifications

Focused ApproveThis guides for notifications.

Guide Notifications

Approval Reminders

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

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Guide Notifications

In-App Notification Center

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

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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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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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