Review Queue

Tasks → Approvals holds decisions prepared for you. Open Tasks in the sidebar and choose Approvals, or open a decision from Today. Check the proposed effect and recipient before taking an action.

Tasks Approvals showing actions ready for a decision

Review views

Ready — actions awaiting your decision.
Snoozed — actions you have put aside for later.
Needs attention — actions that could not finish or need you to resolve a problem.
History — actions already handled.

Act on a card

Cards show what the action will do. The button names its effect: for example, Send follow-up, Send terms, Save note, Generate prep, Merge contacts, or Create contact. Review editable drafts and recipients before sending. Creating a replacement contact does not send a message; marking a referral fee paid records a decision and does not transfer money.

Use Dismiss when an action is no longer useful, or Snooze when you want to return to it. Send selected drafts applies only to eligible email drafts. Existing campaign sends and other automated responsibilities continue under their own settings.

For a follow-up or check-in draft that is proven to have failed before dispatch, Return to Ready lets you edit and review it again. Sending still needs a separate decision. An uncertain delivery cannot be returned this way. For terms, return to the source document workflow.

Where discoveries live

Hiring signals and Desk recommendations open their company or Desk; candidate opportunities open the profile in the Desk's Talent Pool. They are discoveries to inspect there, not messages to approve in Review. Assistant decisions return to their owning conversation.

What prepares decisions

Settings → Automations controls optional sweeps such as re-engagement, reference nudges, post-call follow-up, and meeting prep. Each action still uses its own review and delivery rules. See References & Terms of Business for those flows.