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When to Add

  • High-stakes actions — Sending emails, making purchases, deleting data
  • Quality gates — Reviewing AI-generated content
  • Compliance — Audit trails, approval chains
  • Edge cases — Exceptions automation can’t decide

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Confirmation Types

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Simple approval

@form Approve sending these 50 emails?
Options: Approve All, Reject All

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Review and edit

@form Review the email draft:
- Show the draft
- Allow editing subject and body
- Approve or reject

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Selective approval

@form Review each lead:
- Show details
- Approve or reject individually

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Data entry

@form Enter discount for this customer:
- Customer history
- Discount % (0-50)
- Justification

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Example: Content Approval

Step 1 — Generate: 
Use @OpenAI to write a blog post on the topic
Step 2 — Review: 
@form Review the draft:
- Read the content
- Edit for style/tone
- Approve, request changes, or reject
Step 3 — Route: 
If approved, continue
If rejected, end workflow
Step 4 — Publish: 
Publish to @WordPress

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Tips

  1. Provide context — Show what action happens, who’s affected, why approval needed
  2. Make decisions easy — Clear options, clear consequences
  3. Keep forms simple — Only ask what’s needed

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Next

Forms

Forms tutorial

Outreach Automation

Apply to outreach