Automation & Approvals
Your PM doesn't just watch — it can act. When it spots something worth doing (a stalled deal that needs a nudge, a task that should move today's plan), it proposes the action as a Proposal: what it wants to do, to which record, and why. What happens next depends on the action itself.
What runs on its own vs what waits
Every action type has a fixed classification — reversible or not, internal or client/money-facing, and how much it could touch (a single record, everything you own, or the whole Workspace). That classification, not the model's confidence, decides the outcome:
- Auto-executes — reversible, internal, narrow actions (like nudging a stalled deal's owner) run immediately. You get a notification afterwards, not a request beforehand, and a one-tap way to undo it.
- Waits for your approval — anything irreversible, anything a client would see, anything touching money, or a Deal close always queues in the Awaiting your approval band on Today — no exceptions, no matter how it's configured.
- Off — you can turn a whole action type off entirely in Settings, in which case it's never proposed at all (day planning falls back to the approval queue instead of disappearing).
A nudge, for example, is always reversible and never leaves your own records — it auto-executes, posts a plain notification ("Nudge: Kettle & Co retainer"), and offers Mark as not needed to reverse it. Sending a document or closing a Deal is the opposite end: those always land in the approval band, however your settings are configured.
Turning autonomy on
Settings → Next Actions (Founder only) is where you decide what your PM is allowed to do without asking:
- Nudges — send the existing follow-up reminder to a stalled record's owner
- Reassign / stage-move — move a dormant deal to the pattern-appropriate stage
- Draft content — generate a follow-up draft attached to a record (never sent)
- Day planning — place each person's top few tasks on their Today list every morning (capped at 5/day, one-tap reversible; each person can opt their own day out from their Personal Settings)
All of these are off by default. Turning one on doesn't relax what it's allowed to touch — it only stops it from asking first for actions that were already classified as safe to auto-execute.
Standing Grants
A Standing Grant goes one step further: instead of a workspace-wide toggle, it pre-approves one specific combination — an action (nudge, reassign, or day planning), a record type (Deals, Tasks, or Objectives), and a ceiling on how far it can reach (a single record, a person's own records, or the whole Workspace). Once granted, that combination stops needing per-instance approval up to its ceiling.
Grants can never cover anything irreversible, anything a client would see, money, a Deal close, or a scope commitment — those always need your sign-off regardless of any grant.
Manage grants from Settings → Next Actions: pick the action, record type, and ceiling, and click Grant. Revoke any grant at any time — the platform goes back to asking about that combination immediately.
Deciding on a Proposal
When something does need your sign-off, it appears in the Awaiting your approval band on Today with the verb, the record, the exact change, and the reasoning:
- Approve — the action goes through as proposed
- Edit — adjust the details first, then approve the edited version
- Reject — stop it, with an optional one-line reason (if your reason describes a correction — e.g. "wrong renewal date" — dpaperwork offers to save that as a fact so it doesn't propose the same mistake again)
A decided row stays visible with an Undo for a moment before it clears, so a mistap is never final.
Try it in a walkthrough
Walkthroughs follow one job end to end, in real Chat exchanges: