Approvals (how it works)
Assists do not support auto‑approve. Outcomes are granted after a Reviewer approves the step. Perks can be set to auto‑approve when low‑risk (e.g., link‑based delivery) or require an individual approval for higher‑value/receipt perks.
Reviewer system
Each Assist can have a dedicated Reviewer — ideally the person most interested in the outcome. For example:
- Sales Assists → route to a Sales manager who verifies “meeting booked" and then also joins the meeting
- HR Assists → route to HR who confirms “candidate passed screening” or “hired.” and then also conducts the interviews
- Marketing Assists → route to a brand/comms owner who checks tone and compliance.
Assigning reviewers per Assist type ensures the right owner sees requests, and decisions are faster because context is obvious.
Approvals
Warm intro → meeting booked
2m ago
Post share → 1k impressions
18m ago
Talent referral → passed screening
1h ago
Perks vs outcomes
Participation is recorded automatically, and outcome points are awarded after a Reviewer approves. Auto‑approve is available for Perks and outcomes alike; use it for low‑risk link‑based perks or outcomes and require approval for higher‑value or expense‑based perks or outcomes.
Tip
- Use auto‑approve only for Perks & outcomes where risk is low; keep outcomes reviewed
