Results for “approval”

Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and the managed package's permission sets. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard non-CPQ Salesforce approval processes - use admin/approval-processes. NOT for CPQ price rules and discount schedules - use admin/cpq-pricing-rules.

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Design, review, or troubleshoot Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval', 'approvalProcess metadata', 'ProcessInstanceWorkitem', 'recordEditability', 'process order', 'no approver found', 'pending approval'. NOT for submitting or acting on approvals from Apex - use admin/approval-process-apex-patterns. NOT for CPQ Advanced Approvals (SBAA rules and chains) - use admin/cpq-approval-workflows. NOT for multi-stage cross-object orchestration with SLAs - use flow/orchestration-flows.

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Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find pending approvals, and the bulk-submit / bulk-action error-row handling. Covers when to use Apex-driven approval (system-initiated submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the Approval Process metadata definition itself (that's admin / declarative — see admin/approval-processes), NOT for Flow-based approvals (use flow/flow-orchestration-patterns).

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Approval cascade definition and tracking for multi-stakeholder document workflows. Internal review sequences, client approval workflows, regulatory review, overdue chasing with escalation logic, version control coordination, and cross-jurisdiction document dependencies. Use when defining who reviews a document and in what order, tracking where a document is stuck in the approval chain, chasing an overdue reviewer, preventing reviewers working on superseded drafts, or mapping dependencies between documents across jurisdictions. Trigger on: 'who needs to approve this', 'document approval', 'review sequence', 'stuck in review', 'overdue approval', 'who has the document', 'version control', 'wrong version', 'document dependency', 'NL SPA waiting on German opinion', 'approval cascade', 'review chain', 'document circulation', 'chasing the partner', 'client approval process', 'where is the document'.

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Set up human approval for agent-drafted messages to customers or partners. Bind decisions to exact text and destinations, record delivery evidence, and prevent outdated approvals or competing workers from triggering unintended sends.

• Require approval before sending customer replies
• Keep an audit trail of approved text and delivery
• Prevent old approvals from releasing revised drafts

Guide Ramp setup and spending workflows in Paperclip using current official instructions. Account applications, card creation, payments, and financial data sharing require explicit approvals that define the permitted action, amount, and data.

• Prepare a Ramp account application
• Set up agent cards with approval
• Handle spending and payment approval workflows

Comprehensive guide for the agent permissions and approval system. Use when an agent needs to request user approval for sensitive operations, when implementing new approval policies, when integrating platform-specific approval UIs (Slack buttons, WhatsApp replies, Dashboard modals), or when troubleshooting approval flows. Covers policy definition, platform adapters, and the complete approval lifecycle.

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Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.

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Manage a Binance Web3 wallet through the baw command-line tool. Check balances, transfer or swap tokens, manage limit orders and token permissions, and access prediction markets and DeFi, blockchain-based financial services.

• Check wallet balances and transaction history
• Send tokens, swap assets, and manage limit orders
• Review and revoke token spending permissions

Manage service components and approval workflows in the NV oOS Pro Toolkit. Covers service component registration, dependency tracking, approval request lifecycle, and workflow approval gates. Use when registering service components, tracking service dependencies, managing approval requests, or configuring workflow approval nodes.

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Research MCP connections, which let agents use external tools, and vendor integrations for Paperclip. Produce an evidence-backed planning pull request, obtain human approval for its exact revision, then implement and verify each approved connection separately.

• Researching MCP and vendor connection requirements
• Preparing integration plans for human approval
• Implementing approved Paperclip connections separately

Review a connected Paperclip team's agents, projects, tasks, and pending approvals. Summarize active work, blockers, unavailable agents, and decisions requiring attention, with task references and approval links so the user can inspect the findings.

• Getting an overview of ongoing team work
• Finding blockers and unavailable agents
• Reviewing decisions awaiting approval

Set up human approval for Claude Code actions such as PR reviews, merges, and CI changes. Configure Cedar authorization rules and signed records of allowed actions that can be checked offline with a public key.

• Requiring approval before PR reviews and merges
• Gating issue actions and release publishing
• Requiring approval for CI changes and protected branch pushes

Build a tracking system for vulnerabilities that cannot be fixed on time. Define exception requests, approval workflows, alternative protective measures, expiration checks, and audit records so teams can track accepted risks and support compliance reviews.

• Standardizing exception requests for delayed vulnerability fixes
• Recording alternative protections and risk acceptance
• Checking expired exceptions and producing monthly reports

Process vendor bills, assign accounting categories, check cash forecasts, and prepare a payment run for approval. Separate approvals for recording bills and paying them help owners review both the accounting entries and the proposed spending.

• Process a backlog of vendor bills
• Check available cash before paying bills
• Prepare this week's payment list

Review a deal before signing by scoring its margin and risks, flagging problematic contract terms, and recommending named human approvers. It prepares a consistent review packet for discount requests and policy exceptions without automatically approving them.

• Reviewing discounts above a sales representative's authority
• Flagging risky contract changes before legal review
• Preparing a margin breakdown for CFO review

Coordinate employee offboarding across Okta, Google Workspace, Google Drive, and GitHub. Revoke access, reclaim licenses, and report checklist results, with human approval required for ownership transfers and no account deletion.

• Process newly flagged employee departures
• Offboard a specific employee on request
• Transfer document ownership with human approval

Find and process approval requests in 飞书, including approving, rejecting, transferring, or returning them. Review forms and progress, search existing approval forms and workflows, and submit native requests such as leave or expense claims.

• Review pending and completed approval requests
• Approve, reject, or return a request
• Find an existing form and submit leave or expense claims

Identify who should approve a contract issue using the team’s approval matrix and contract guidelines. The skill checks authority limits and exceptions, then drafts a request with the relevant wording, options, recommendation, and decision deadline.

• Finding the approver for an unlimited liability clause
• Checking approval authority for a contract’s value
• Drafting an approval request from a contract review memo

The systematic orchestration of AI-powered marketing workflows that combine content generation, approval processes, multi-channel distribution, and quality gates into cohesive automation systems. This skill integrates AI generation tools (Jasper, Claude, GPT) with automation platforms (Zapier, Make, n8n) and marketing systems to build scalable content pipelines. It focuses on maintaining brand consistency, implementing rigorous quality gates, and balancing automation with strategic human oversight. Key capabilities include designing parallel approval flows, monitoring costs, and architecting "invisible" automation that enhances productivity without sacrificing quality.Use when "AI workflow, automate content, content automation, workflow automation, AI pipeline, automated marketing, content distribution automation, approval workflow, scale content production, AI orchestration, automation, workflow, ai-orchestration, content-pipeline, approval-workflow, multi-channel, quality-gates, cost-control" mentioned.

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Designs human-in-the-loop review points for DAG workflows. Determines what to present to the human, how to collect feedback, and how to route approve/reject/modify decisions back into the DAG. Use when adding approval gates, designing review UX, or handling human feedback in agent workflows. Activate on "human review", "approval gate", "human-in-the-loop", "human gate", "approval workflow", "user review step". NOT for executing human gates at runtime (use dag-runtime with Temporal signals), general UX design, or chatbot conversation design.

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Coordinate feature work, bug fixes, refactoring, and MVP development through shared phases scaled to the change. Related operation skills use this workflow to delegate research, planning, test-first implementation, review, and commits with human approval checkpoints.

• Using a shared process for feature additions and bug fixes
• Scaling development steps to the size of a change
• Organizing MVP development from a design document

Define when an agent may respond in shared chats with customers or partners and what it may send. Separate authorized routine replies from approval-only drafts while keeping internal information out of external messages.

• Setting response rules for customer group chats
• Keeping internal details out of partner replies
• Routing prices and commitments to approval-only drafts

Let Hermes handle purchases through Stripe Link using one-time virtual cards or Shared Payment Tokens, credentials for supported paid APIs. Each spend requires your approval in the Link app before payment can proceed.

• Completing an online purchase with Link approval
• Paying a supported API that returns HTTP 402
• Connecting a Link account to Hermes