Review a proposal before execution
Approval and execution are separate actions.
What to do
- Select Run team after adding relevant business records, or run a chosen department. Read the resulting items in Approvals.
- Open a proposal and review the complete draft, its source and any cost information. A generated sentence may need factual correction.
- Edit, reject or approve the current revision. If the draft or its source changes, review the new version instead of assuming the old approval still applies.
- After approval, choose the supported execution action. A client-email action prepares a downloadable draft; it does not establish that an email has been sent.
The current workspace blocks paid actions and does not autonomously buy ads, process payments, publish social posts or deploy apps. Execution is limited to actions the app actually supports, such as creating a local task or preparing a draft. Check the visible outcome before marking work complete.