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Review and approve

Reviewing a finding, approving a proposed action and confirming the result are three separate steps.

Looking at a finding is not approving one

On Overview, a card's main button (Get the plan, Prepare, Review all, Fix it) takes a finding to Winston so you can look into it, and View products only expands the card. None of them is Approve. Approving happens in Work Audits, on a separate item, after Winston has prepared something. Read any drafted message before sending it, especially if it asks for a plan, export or external action.

A pending item opened in chat: Winston asks whether to approve or change anything, with Edit, Reject and Approve along the top
Edit in Chat opens the item as a conversation. You can ask about it or change it there; nothing happens until Approve.

Check the action path

Work Audits shows work that has been routed for review. Some direct chat requests and configured scheduled deliveries can follow a different path. Do not assume every write, post or publication will create a Pending card.

The queue opens on the last 30 days. An older item is still there; change the period at the top of the page before concluding it was never created. Search and the sort order sit beside it.

For work you want to inspect first, request a draft and explicitly say not to send, publish, submit or change records. Preparing text is different from delivering it. Verify that the draft or Pending item exists. A written request for approval is not a substitute for checking the actual workflow and connection controls; permissions are enforced by the connection and workspace controls, not by a sentence in a prompt.

Before you approve

Read the card's proposed action, preview the output and confirm the destination. Check the store, date range, amounts, recipients and any missing information relevant to the decision.

  • Approve authorizes the action described by that item. It cannot grant a connector an operation it does not support or permission it does not have.
  • Reject declines the pending proposal. It does not reverse an action that already happened elsewhere.
  • Edit in Chat lets you request a revision. Recheck the revised item before approving.
  • On a Suggestions card, Approve can open a conversation that starts the work rather than running it in the background. Read what Winston sends first, the same as any other draft.

Only use approval controls you are authorized to use under your team's process. Ask an admin which members can approve in your workspace; do not assume approval is restricted to owners.

The Work Audits queue: search, a Last 30 days period filter and sort order along the top, the Suggestions, Pending, Completed and Rejected tabs, and a pending card with Approve, Reject and Edit in Chat
  • 1The status tabs: Suggestions, Pending, Completed, Rejected.
  • 2Approve, Reject, or Edit in Chat.
Work Audits: read the proposed action and preview, then decide. The period filter defaults to the last 30 days.

Verify the result

After approval, check the item status and the actual file, published page, message or destination record. A completed analysis or approval does not by itself prove delivery succeeded. If a result is missing, investigate before retrying an action that might create duplicates. See Scheduled-task failures when the work was scheduled.

Library and sharing

Library holds saved outputs. Check whether the item is still a draft or ready to use and open it before sharing. Confirm the intended audience and the item's access controls. If it has an access code, treat the link and code as sensitive and share them only with intended recipients.

The Library screen with its type filter across the top, shown empty as it appears on a new account
  • 1Filter by type: webpages, spreadsheets, reports, videos, decks.
Library: saved outputs by type. Open the item itself to check its status and sharing.
A copied link is not proof that the recipient has access, or that the link is private. Check the relevant sharing behavior. If you need to remove access, verify the available control or contact Support; do not assume every output can be recalled.