Approvals, steering, and run controls
Approve or reject what the agent proposes, guide it mid-run, and pause, stop, or skip.
The assistant drafts and proposes; you decide what to approve. This page covers the approval cards, steering the agent between steps, and the run controls. For the run page layout and timeline, see Run a playbook.
Approval gates
When a run reaches a gate you set on an action (see Build a playbook), its status becomes Waiting for approval and an approval card appears inline above the timeline, badged Approval needed. There are two kinds.
Before action (pre-approval)
Labelled Before action. Shown before the agent dispatches the action:
- the agent’s rationale for what it’s about to do;
- Documents to include — checkboxes; you can drop files the agent shouldn’t use;
- Proposed parameters — the action’s payload, which you can edit.
Choose Approve to let it run, or Reject to send it back.
Output review (post-approval)
Labelled Output review. Shown after the action produces a result, so you can check it before it’s committed. It lists the source documents and any artifacts. An embeddable artifact opens a fullscreen review surface (for example, an extraction table) where you inspect or edit before approving — saving changes there only saves your table edits; the agent resumes when you approve. The approve button reads Approve & resume agent.
Approving an extraction output “adds the extracted records to Data, with every extracted field marked approved.” The records land in the space Data tab.
Rejecting
To reject, add a note — “Add a note so the agent can adjust.” — and confirm. The agent uses your note to retry or adjust its approach.
Who approves: anyone with enough access to the space who’s looking at the run. An approval is a single decision on the card, not a request routed to a named person. (Contributing to a space is what grants the ability to decide; see Members and roles.)
Steering the agent
At the bottom of a live run is the steering composer: “Add guidance for the next agent step.” Type your guidance and click Steer. It applies between the agent’s steps — helper text reads “Guidance applies between agent steps.” — and your message appears in the timeline as your event. Once the run finishes the composer is disabled (“This run has finished and no longer accepts guidance.”).
Run controls
For a live run, the controls sit in the header.
- Pause / Resume — pause the agent and pick it back up. A paused run shows Resume.
- Stop — opens a confirm dialog (“Stop this run?” — “The agent will stop after the current operation. A downstream action may continue running.”). Confirming marks the run cancelled.
- More run controls (the ⋯ menu) — Skip current action when Waiting for approval, or Skip running actions when Waiting for action. Skipping cancels the in-flight action(s) so the run can move on.
