Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Pause a Workflow and request approval from a team member before the next step executes. Use this for sign-off on sensitive actions — like sending an email to a customer, updating a CRM record, or publishing content.
1

Add the action

In the Workflow builder, click + between blocks and select Request Approval to Continue from the action library.
Action library with Request Approval to Continue selected
Request Approval to Continue action added to the Workflow
2

Select the approvers

Choose team members who will be notified to approve this step. If no approvers are selected, the request is sent to the user who triggered the Workflow.
Approvers selector with team member dropdown
3

Enter the subject

Provide a clear subject line that describes what needs approval. Use # to insert variables from previous steps.
Subject field for the approval request
4

Write the approval request message

Write the message that approvers will see in the email notification. Use # to reference variables from previous steps so the approver has full context on what they’re reviewing.
Approval Request Message field with variable references

​
How approvers respond

When the Workflow reaches this action, selected approvers receive an email notification with the approval request.
Email notification received by the approver
Approvers can also manage approval requests directly in the Cassidy Workflow UI.
Approval request in the Cassidy Workflow UI
The approver clicks Approve to continue the Workflow, Dismiss to stop it, or View in Run to review the full context in the Cassidy UI.
Approve, Dismiss, and View in Run options
If the approver clicks Approve, the Workflow continues to the next step. If they dismiss the request, the Workflow stops executing.