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When to Use

  • Approval gates — Review before sending emails or making changes
  • Data verification — Confirm AI-generated content before it goes out
  • Manual input — Collect information that can’t be automated
  • Quality control — Checkpoint critical workflows

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Basic Syntax

Add @form to any step description: 
@form Review the email draft and approve before sending
The workflow pauses, shows a form, waits for input, then continues.

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Example: Email Approval

Step 1 — Generate content: 
Draft a follow-up email for leads who haven't responded in 7 days
Step 2 — Get approval: 
@form Review the draft and choose:
- Approve and send
- Edit the subject line
- Skip this lead
Step 3 — Send: 
If approved, send via @Gmail

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Form Fields

Describe what you need naturally. Script generates the appropriate fields: 
@form Collect the following:
- Confirm the recipient list (yes/no)
- Optionally edit the subject line
- Add notes for the recipient

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Tips

Be specific about what’s needed:
@form Verify the amount (${{total}}) matches your records
Provide context for decisions:
@form Display the customer name and order history, then ask for approval
Make options clear:
@form How should we handle this lead?
- Send standard follow-up
- Send personalized message
- Mark as not interested
- Skip for now

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Next

Multi-Step Workflows

Build end-to-end automations

Batch Runs

Process lists with human review