Guides
Routing & approvers
Focused ApproveThis guides for routing & approvers.
Flow Watchers
Let a teammate follow a flow — they're emailed about its requests without being an approver or having to act on anything.
Read docExternal Approver Role
Bring someone outside your workspace in to approve a specific request, with a restricted, approval-only view that hides everything else.
Read docAdd an Approval Step
Add a step to a flow's approval chain on the canvas and set up everything about how it approves: who signs off (one person or several), conditions so the step only runs when it matters (skipped unless all conditions are met), the approval requirement (everyone, a majority, a fraction, or a specific count of approvers), and whether approvers must sign electronically — drawn or typed — before the step can complete. Everything saves as you go.
Read docCC Approval (approvals@ email)
Turn any email thread into a tracked approval request just by CC-ing your team's approvals@ address — no form, no setup, and the people on the To line become the approvers.
Read docConditional & Threshold Routing
Make a step earn its place in the chain — add conditions like "Budget greater than 1000" and the step only runs for the requests that need it; everything else skips straight past.
Read docVacation & Delegation
Hand your approvals to a colleague while you're away — set your dates and pick a delegate, and requests route to them until you're back.
Read docRouting QuickBooks Timecards
Hours synced from QuickBooks become approval requests automatically — the lookup table decides which approver each employee's timecard waits on, so payroll approval runs itself instead of landing in one inbox.
Read docQuorum & Majority Voting
When a step has several approvers, decide what counts as approved — everyone, a majority, a fraction, or a specific number — so one busy calendar doesn't stall the whole request.
Read doc