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How approvals work

The core idea: Dash drafts, you ship. Anything that changes the outside world goes through an in-Slack approval prompt with the exact action laid out. You click Approve or Edit and approve, and Dash does the thing. Nothing irreversible happens without your click.

What always requires approval

Section titled “What always requires approval”
  • Sending an email
  • Posting in a public channel
  • Writing to your CRM (creating a deal, updating a contact, changing a stage)
  • Charging or refunding through Stripe
  • Posting on social
  • Creating, editing, or deleting calendar events on someone else’s calendar
  • Anything else that touches the world outside your private DM with Dash

What does NOT require approval

Section titled “What does NOT require approval”
  • Reading data from a tool you have connected
  • Drafting a message, document, or summary that lands in your DM with Dash for review
  • Internal calculations, queries, and analysis
  • Posting back to the same channel you asked Dash from, when Dash is just answering you in thread

The rule of thumb: if the result only lives in your conversation with Dash, no approval needed. If it leaves the conversation, Dash asks first.

What the approval prompt looks like

Section titled “What the approval prompt looks like”

When Dash needs your approval, it posts a message in the same Slack thread that looks like this:

Approve send? To: [email protected] Subject: Quick question about your Q3 roadmap Body: [the full draft]

Approve Edit Cancel

You see the full body of the action before you approve. Edit opens the draft in a modal so you can change wording before Dash sends. Cancel ends the action.

Who can approve

Section titled “Who can approve”

By default, the person who asked Dash to do the thing is the only person who can approve. You cannot approve someone else’s drafts unless they explicitly say so in their request to Dash.

Changing the approval rules

Section titled “Changing the approval rules”

Workspace admins can configure stricter rules in the Dash dashboard at app.dashpup.ai:

  • Require a second approver on any spend over $X
  • Block specific actions entirely (for example: “Dash may never post on social”)
  • Require approval for normally-auto actions (for example: “Dash must ask before reading a private DM channel”)

You cannot loosen the rules below the default. Approval is the floor, not the ceiling.

Auditing approvals

Section titled “Auditing approvals”

Every approval is logged in your Dash dashboard with the time, the approver, the action, and the result. Admins can export the log as CSV for compliance.

What’s next

Section titled “What’s next”