AI actions and approval flow

Review proposed AI actions before they create tasks, notes, drafts, enrollments, or outbound work.

7 min readUpdated June 2026

How approval works

When AI proposes a write action, Flowforce should show a confirmation card. The user can approve, reject, or edit before the action is saved or sent.

Video walkthrough placeholder showing Ask Flow proposing an action, source evidence, edit modal, approve, reject, and audit trail.
Video: Approve AI actions
Video walkthrough placeholder showing Ask Flow proposing an action, source evidence, edit modal, approve, reject, and audit trail.
Ask Flow approval card with proposed task or message, evidence links, edit button, approve button, reject button, and audit metadata.
Ask Flow approval card with proposed task or message, evidence links, edit button, approve button, reject button, and audit metadata.

Common action types

  • Create a task with owner and due date.
  • Draft an email or SMS for review.
  • Log a note or call summary.
  • Recommend cadence enrollment.
  • Suggest a stage change or next step.

Review before approving

  • Open the source evidence.
  • Check recipient, record, and owner.
  • Edit tone and facts.
  • Confirm consent and opt-out status for outbound actions.
  • Approve only when the action matches your workflow.
AI action edit modal showing draft text, linked contact or lead, cited sources, compliance warning, save changes, and approve action.
AI action edit modal showing draft text, linked contact or lead, cited sources, compliance warning, save changes, and approve action.

Audit trail

  • Approved actions should record who approved them.
  • Edited actions should preserve the final text or task state.
  • Rejected actions should remain visible in history when supported.
  • Agent proposals should also appear in AI Agent run history.
Past AI action history showing original proposal, final approved action, approver, timestamp, and source references.
Past AI action history showing original proposal, final approved action, approver, timestamp, and source references.

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