Help guide

Use approvals for marketing work

Updated June 10, 2026

Use approvals for marketing work

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Approvals help marketing work move quickly without skipping review. Use approval steps when content, audiences, senders, public pages, or campaign timing need a person to sign off.

What this guide helps you do

  • Add approval steps to marketing and content workflows.
  • Route review to the right teammate before publishing or sending.
  • Keep a clear record of what was approved and what still needs changes.

Before you start

  • Choose which marketing changes need approval.
  • Name the reviewer or group responsible for final approval.
  • Define what the reviewer must check, such as copy, audience, legal claim, price, date, sender, or channel.

Do it manually

  1. Open the workflow or campaign process that needs review.
  2. Add an approval step before the publish, send, schedule, or handoff step.
  3. Configure reviewer, instructions, due date, and conditions if needed.
  4. Connect the approval step to the draft, document, post, email, page, journey, or form being reviewed.
  5. Save and test the workflow with a draft item.
  6. Publish the workflow only after the approval path is working.

Ask Faster AI

  • Add an approval plan for this launch workflow before posts, emails, and page updates go live.
  • Review this campaign workflow and tell me where approvals should be required.
  • Draft reviewer instructions for checking audience, offer terms, sender, and public links.

Review before saving, sending, or publishing

  • Confirm reviewers have access to the draft and preview.
  • Check that approvals happen before customer-facing actions, not after.
  • Avoid broad approval rules that slow down low-risk internal work.

Common issues and fixes

  • If approvals are skipped, check conditions, step order, and publish status.
  • If reviewers cannot act, review permissions and assignment.
  • If too much work waits on one person, split approvals by channel or risk level.

How Faster keeps AI edits reviewable

For why approval gates are part of the safety model for customer-facing AI work, read the AI website guardrails article. Guardrails for AI-Edited Websites: Validators, Checkpoints, and Review.

AI-drafted proposals

For why high-stakes customer-facing documents need an explicit approval gate, read the AI-drafted proposals article. AI-Drafted Proposals and Documents (With the Approval Gate).

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Sunny Arora

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Sunny Arora

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