Approving what Levi wants to do

Levi, your AI teammate · nineloops support

What gets parked for a person, what the queued request holds, who is allowed to decide it, and what happens next.

Ask first does not mean Levi acts and then tells you. It means the action does not happen. Levi writes down exactly what it proposed, puts it in a queue, and says so instead of claiming it is done.

What gets parked

• Anything your rules set to Ask first.
• Anything over a money ceiling or a record ceiling, even where the capability is otherwise allowed.
• A write to a financial record with an amount on it, unless your workspace has explicitly decided otherwise.

What a queued request holds

The request carries the exact request Levi made, stored as it was proposed: the recipient, the subject, the body, the amounts, the fields. Approving it replays that stored request and nothing else, so the model never gets a second chance to reinterpret what you agreed to. You can read the whole thing before you decide.

Approving or rejecting

1. Open Settings, then Levi approvals.
2. Read the request. Each one shows who asked, which capability it uses, why it stopped, exactly what would run, and when it expires.
3. Add a note if the decision needs explaining, then choose Approve and run, or Reject.

Approving runs the action there and then, under the permissions of whoever approved it, and the result is written to the activity log with the request attached. Rejecting ends it: Levi does not run it and cannot raise the same one again on its own.

Who may decide

• Owners and admins can decide any request in their workspace.
• The person who raised it can decide their own request, unless it is marked as needing an admin.
• A request that broke a money or record ceiling always needs an admin.
• A pending request is visible only to the person who raised it and to admins, because it can contain an email body or an amount.

Requests expire

A request nobody answers expires after seven days and can no longer be run. That is deliberate: an approval screen left open for a fortnight should not still be able to send an email that was written for a different week.

A request can only be run once. If two people approve the same one at the same moment, one of them runs it and the other is told it has already been decided, so an invoice or an email cannot go out twice.

More in Levi, your AI teammate

• What Levi can do in your workspace
• How Levi's permissions work
• Seeing and undoing what Levi did
• Building new tabs with Levi
• When Levi needs a platform build

Still stuck?

Raise a ticket and a person who works on nineloops will pick it up.

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