Add an approval step

Place the approval where the decision belongs

In the editor, add an Approval step just before the step that needs sign-off, such as the step that creates the bill. Steps after it run only once the request is approved.

List the approvers

In Approvers, type the email addresses of the people who may decide, separated by commas. Any one of them can decide for the group.

Say what is being approved

In Reason, write a short line that approvers see in each message and in Studio, such as "Approve vendor bill over $10,000". You can include details from earlier steps, such as the vendor name and amount. See Use results from earlier steps.

Choose how approvers are told

Under Notification channels, select + Add channel, then choose Email, Slack or both.

• Email: in Instructions, describe the email you want, for example "A short note to a finance approver with the vendor, amount and due date". AI drafts each email from these instructions. Loopfour adds the approve and reject links. Sender (optional) changes the address the email comes from.
• Slack: in Channel, enter the Slack channel, for example #approvals. Loopfour posts one request there. Anyone in the channel can see it, but only the listed approvers can approve or reject.

If you add no channel, nobody is notified. The request still appears in Studio under Approvals.

Choose what the Slack message shows after a decision

If you use Slack, Slack message after decision sets what happens to the request message:

• Replace the request with the decision swaps it for a short note of the decision.
• Keep the request, add the decision leaves it in place, removes the buttons, and adds Approved or Rejected and who decided.

Text added after decision is optional text added at the end, such as the invoice number.

Set how long to wait

In Timeout, enter how long the request stays open, such as 7d for seven days, 24h for 24 hours or 30m for 30 minutes. If you leave it empty, the request stays open for 7 days. When the time runs out, the step fails and the run stops, unless the workflow is set to do something else on timeout.

Add escalation approvers if you need them

In Escalation Approvers, list the people who should take over when the time runs out. Escalation only happens when the workflow is also set to escalate on timeout. That choice is not on this panel; it comes from a template or from your developer. Escalation approvers decide in Studio under Approvals. They are not sent an email or Slack message.

Deploy, then test

Choose test data and check the steps that will run after approval. Select Deploy first: Run works only on an Active workflow. Deploying also switches on the trigger. Then select Run, approve the test request, and check that the run continues. A run makes real changes in connected systems. See Deploy, test and change a workflow.