Talk to us

The right decision.
At the right moment.

Bring requests waiting for approval into the task workflow. Keep the decision, the responsible person, and the work it affects together.

Talk to us
Pending approvals
4
Task completions
1
Task excuses
0
Attendance excuses
1
With evidence
3

Pending review queue

Managers can approve, reject, or request changes without opening each module.

4 pending
  • Task completion

    Workshop agenda completed

    Sam PatelSubmitted Oct 22

    agenda.pdf
  • Expense

    Customer visit travel

    $48.60

    Nora EllisSubmitted Oct 22

    receipt.jpg
  • Attendance excuse

    Morning arrival

    Maya ChenSubmitted Oct 22

  • Project deliverable

    Catalog photography handoff

    Sam PatelSubmitted Oct 22

    delivery-files.zip
Illustrative sample records. Not a live workspace.

A place for waiting decisions.

Open the Approval Center within Tasks to review the requests your role is allowed to act on.

Approval Center is a separate capability surfaced inside Tasks, keeping decisions close to delivery.

  • Task completion

    Workshop agenda completed

    Offers Changes, Reject, Approve

  • Late task excuse

    Stock report filed a day late

    Offers Changes, Reject, Approve

  • Attendance excuse

    Morning arrival

    Offers Changes, Reject, Approve

  • Project deliverable

    Catalog photography handoff

    Offers Changes, Reject, Approve

  • Expense

    Customer visit travel

    Offers Reject, Approve

  • Reimbursement

    Parking and mileage, September

    Offers Reimburse only

Decision authority stays clear.

Approval access is controlled by the installed module, workspace role, and operation permissions.

  1. Dana Whitfield

    Finance

    Installed moduleInstalled
    Workspace roleFinance manager
    Operation permissionsTasks, attendance, expenses
    DecisionReviews the full queue and pays reimbursements

  2. Theo Grant

    Operations

    Installed moduleInstalled
    Workspace roleOperations manager
    Operation permissionsTasks and attendance, not expenses
    DecisionReviews tasks and attendance. No reimbursements

  3. Nora Ellis

    Sales

    Installed moduleInstalled
    Workspace roleEmployee
    Operation permissionsNot reached
    DecisionNo Approvals page

  4. A workspace without the module

    Installed moduleNot installed
    Workspace roleNot reached
    Operation permissionsNot reached
    DecisionNo Approvals page

Some work needs a human yes.

Context beside the work.

Keep the request connected to the task and workflow that needs the decision.

The work it affects

Task completion

Workshop agenda completed

The agenda for the customer workshop, ready for review.

agenda.pdf

The responsible person

Sam Patel

sam.patel@alderfinch.example

EMP-014OperationsSubmitted Oct 22

The decision

From the request to the outcome.

  1. Review the request

    Open the waiting item and read the work it concerns.

  2. Make the decision

    Approve or decline through the actions available to your role.

  3. Follow the outcome

    Return to the connected workflow to review its resulting state.

  1. Changes requested

    The assignee is asked to fix and re-submit, and you explain what needs to change.

  2. Approval rejected

    The work goes back as rejected, with your reason for the record.

  3. Approval accepted

    The request is accepted and leaves your queue.

Who decides, and what follows.

  1. Act on the decision

    When an expense or time off request is approved, a workflow tells the person and finance.

  2. Approve or reject by workflow

    Let a workflow approve or reject requests that meet conditions you choose.

  3. Who can decide

    Custom roles and operation permissions control who can approve what.

Controls around the Approval Center

  • Workflows and automations

    Start a workflow when an approval is decided, so the outcome starts the next step. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change approval center, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your approval center in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When approval center needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your approval center, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: How an AI assistant works inside your ERP, within your permissions

Beside the queue.