Approvals

Read the draft before it reaches someone

When an agent needs approval, the draft waits for you. Check the recipient, message and context, make changes, then approve or reject it.

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Approvals

Review without losing the context

See who the message is for and which agent prepared it.

Approvals

Review proposed actions · Example data

AM

Alex Morgan

Needs approval

[email protected]

Northstar Supplies · Supplier outreach agent

Send email

Not sent
To
[email protected]
Subject
Supplier reviews at Northstar

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. We help operations teams prepare supplier reviews ahead of renewal.

How does your team handle those reviews today?

Jamie

Supplier outreach agent · Waiting for your approval

Review the message, then approve, edit or reject it.

Prospect context

Keep the record and agent details beside the message.

Previous and next

Move through drafts without rebuilding the review context.

Queue controls

Queue approved work or remove it from the queue when plans change.

In your workflow

Your configuration matters

Approval requirements follow the agent setup. Automatic sending is possible when you explicitly choose it. Approving a batch does not remove its sending constraints. Continue from the inbox when the prospect answers.

Mail

Jamie’s mailbox · Example data

Inbox2Sent24Drafts1Archive8

Supplier reviews at Northstar

You · via Supplier outreachYesterday

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. How does your team handle supplier reviews today?

Jamie

AM

Alex Morgan

to Jamie · 10:32 AM

Hi Jamie, we’re reviewing our supplier process this quarter. Thursday would work for us. Could you share how your service works?

Getting started

  1. 01

    Open the pending draft

    See who the message is for and which agent prepared it.

  2. 02

    Edit what needs changing

    Adjust the draft before giving approval.

  3. 03

    Approve or reject

    Choose which drafts should proceed. Bulk actions help with a larger review queue.

  4. 04

    Send within the limits

    Queued messages leave gradually under the mailbox cap and sending window.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

Book a demo