Approval Workflows
Enterprise feature
Set up formal approval processes for critical actions like publishing PRDs, exporting documents, or deleting projects.
Creating a Workflow
- Go to Settings > Approval Workflows (admin or owner)
- Click Create Workflow
- Configure:
| Setting | Description |
|---|
| Name | Descriptive name (e.g., “PRD Publish Approval”) |
| Trigger | Which action requires approval |
| Required approvals | How many approvers must sign off (1–10) |
| Self-approval | Whether the requester can approve their own request |
| Approvers | Select team members who can approve |
Trigger Types
| Trigger | When It Fires |
|---|
| PRD Publish | When a team member attempts to publish/finalize a PRD |
| PRD Export | When exporting to external formats (PDF, DOCX, Notion, etc.) |
| Project Delete | When deleting a project and all its data |
| Template Publish | When publishing a template to the organization or marketplace |
Approval Flow
Action Triggered
A team member triggers an action that has an approval workflow configured.
Request Created
An approval request is created and designated approvers are notified.
Approvers Review
Approvers review the request and approve or reject it.
Threshold Met
Once the required number of approvals is reached, the action proceeds automatically.
Managing Workflows
From the approval workflows settings page:
- View all active workflows with their trigger types and approver counts
- Edit workflow settings (name, approvers, required count)
- Delete workflows that are no longer needed
Approval workflows are available on Enterprise plans. When no workflow is configured for an action, it proceeds immediately without approval.
