Review and approve agent output

Before you start

Step 1

Go to the agent and open recent runs or approvals.

Step 2

Check the source URL, contact, list, prompt, or context the agent used.

Step 3

Read extracted fields, proposed records, generated copy, or actions before approval.

Step 4

Approve only useful outputs. Reject or edit results that are incomplete, irrelevant, duplicated, or unsafe.

Step 5

After approval, confirm the list, contact, campaign, or CRM record changed as expected.

Use rejected outputs to improve the agent instructions.
Keep approvals enabled for workflows that affect contacts, campaigns, or CRM data.

The workflow is configured to require review before changes are applied.

Only do this after sampling enough results to trust the run. Sensitive actions should stay reviewed.

Let agents research, enrich, or draft work, then review outputs before they affect your workspace.