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The confirmation card: when the assistant asks for approval

Reading needs no approval. Every create or edit shows in a card you approve first, and deleting always needs confirmation. The system itself enforces this.

5 min

How it works

Type
Examples
Confirmation
Read
Searching, counting, charts, explaining
No
Write
Creating, editing, assigning, exporting
Yes, for each batch
Risky
Deleting records, a unit, a field or a comment, and moving a record
Always, even for the owner

What the card shows

One line for each change, with a clear description. Approving covers the whole batch exactly as it showed, and nothing that didn’t show is done.

Plans

In the workspace builder, approving the plan covers the whole build. In documents and automations, approving writes only the design shown.

If you decline or ignore it

Declining: nothing is written, and the assistant doesn’t repeat the same change.

If you type a new message instead of answering, the card is canceled. On a plan or design card, your message is read as a change, and the assistant suggests again.

A passing greeting such as “Hi” doesn’t cancel the card.

After it’s done

The assistant reads back what it wrote and checks it. If it doesn’t match, it tells you and doesn’t claim success.

On WhatsApp, you confirm by replying with text. See Use the assistant on WhatsApp: commands, confirmation, limits.

If something goes wrong

What you see
Why
What to do
“There is nothing awaiting your confirmation on this conversation”
The card was canceled or already done.
Ask again.
“That confirmation was out of date, so nothing was changed”
You pressed an earlier card.
Confirm the current card shown.
“This confirmation is already being processed”
You pressed twice.
Wait.
“Please review the changes above and confirm before I apply them”
A card is waiting for you.
Approve or decline it.

A real example

Shield Security Co.
The situation

The manager asked to “delete the canceled contracts”, and there were 12 of them.

What they did
  1. The assistant refused before asking, because there were more than 5.
  2. The manager asked to delete the 5 oldest, a card showed naming them, and he approved.
The result

Only 5 specific contracts were deleted, and he reviewed the rest himself.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Up to 5 records deleted per batch; more is refused before you’re asked.
Up to 50 records when creating, editing or assigning.
A card is never done twice, even if you press it in two tabs.
A WhatsApp card ends when the 30-minute session ends.
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