> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals

> Review writes proposed by the assistant and background agents, then approve or deny them.

Approvals is the inbox for agent writes that need a person. The [assistant](/business-automation/ai/assistant), the [email agent](/business-automation/inbox/agents), Recover triage, and [Claude or ChatGPT](/business-automation/ai/mcp) can all create them.

You can review every approval from the [Approvals page](https://dashboard.yorlet.com/approvals).

<Note>
  Approving an action needs the Operations plus or Admin role. Other teammates can still open Approvals and read the queue.
</Note>

## Approval statuses

Every approval has a status:

| Status     | Description                                                                             |
| ---------- | --------------------------------------------------------------------------------------- |
| `pending`  | Waiting for someone to approve or deny. The write has not run.                          |
| `executed` | Someone approved it (or policy auto-ran it) and the write succeeded.                    |
| `denied`   | Someone denied it, or policy blocked it. Nothing was created.                           |
| `failed`   | Approval was given, but the write did not complete. Open the approval to see the error. |
| `canceled` | The approval was cancelled and will not run.                                            |

The Approvals page has tabs for **Pending**, **Executed**, **Denied**, and **Failed**. Use the split view to read an approval beside the list, or switch to the table view.

## Review an approval

Open an approval to see:

* The **Action** — Create note, Send email, or Enrol in Recover.
* The **Agent** that proposed it — for example Yorlet assistant, Email agent, or Recover triage.
* **Reasoning** — why the agent thinks the write should happen.
* **Policy** — whether this action was set to auto-run, require approval, or deny.
* The arguments. For **Send email**, this is the recipient, subject, and body rather than raw fields.

## Approve an action

Approving runs the write immediately — sends the email, attaches the note, or opens the recovery case.

To approve an approval, follow these steps:

1. Go to the [Approvals page](https://dashboard.yorlet.com/approvals).
2. Open the **Pending** tab.
3. Find the row and click **Approve**, or open the approval and click **Approve**.

You can also click **Approve** on the card in the assistant chat.

## Deny an action

Denying stops the write. The agent does not retry it.

To deny an approval, follow these steps:

1. Go to the [Approvals page](https://dashboard.yorlet.com/approvals).
2. Open the **Pending** tab.
3. Click **Deny** on the row, or open the approval and click **Deny**.
4. Optionally enter a **Reason** for the audit trail.
5. Click **Deny**.

## What creates an approval

An approval appears when policy is **Require approval**, or when an auto-run is above an amount cap you set for Recover.

Typical sources:

* You asked the [assistant](/business-automation/ai/assistant) to send an email, add a note, or enrol in Recover.
* Someone emailed the [agent address](/business-automation/inbox/agents) and the email agent drafted a reply.
* [Recover triage](/billing/recovery) proposed enrolment, a send, or a note on aged arrears.
* [Claude or ChatGPT](/business-automation/ai/mcp) called the same tools.

Change which of these wait for you in [Agent policy](/business-automation/ai/policy).