Approvals - SureThing

When an agent prepares something that acts on your behalf, it doesn’t just do it. It shows you an approval card in the conversation with the exact content that will be sent, posted, or scheduled. You can edit it, approve it, or discard it.

Types of approval cards

Card	What you can do
Email	Review a new email, reply, or forward. Edit the recipients, subject, and body, check attachments, choose which connected account it’s sent from, then Send or Discard.
Calendar	Review an event to create, update, or cancel — time, attendees, and details — then Schedule or Discard. Invitations from others can be answered with Accept or Decline.
Social post	Review the post and media, pick the account to post as, then post or discard.
Permission	Approve when an agent needs a new kind of access before it continues.
Question	Answer when the agent needs a decision from you to continue.

Editing before you approve

Every draft is editable. Change the wording, fix a recipient, or remove an attachment — what you approve is exactly what goes out.

Why approvals exist

Sending an email, publishing a post, or inviting people to a meeting can’t be taken back. Approval cards keep those moments in your hands while agents do the rest of the work.