Features
Marketing approval workflows
Review every intermediate thought and automation becomes another management queue. Remove review from every external action and one error can reach customers or the public site.
What Marketing approval workflows should do
The workflow should separate preparation from external execution, show reviewers the evidence and final asset together, support approve, reject, edit, cancel, and retry states, and allow rules to differ by channel and work type.
A practical workflow
- Define which drafts can be created without interruption.
- Set review requirements for each publication and sending action.
- Show the reviewer the source opportunity, destination, and final content.
- Record the decision and execute only the approved action.
- Promote a proven job to limited autonomy and keep exceptions for review.
Where the automation needs a boundary
Avoid one global autonomy switch. New formats, schema changes, sensitive claims, high-value contacts, and unfamiliar destinations need their own review history. A changed business rule should invalidate old assumptions.
How to evaluate the software
| Check | A useful standard |
|---|---|
| Consequence | Approval sits immediately before the public or recipient-facing action. |
| Context | The reviewer sees the reason, evidence, content, and destination. |
| Granularity | Policies differ by channel and action type. |
| History | Decisions and later execution remain visible. |
What to measure
Track time waiting for approval, approval and rejection rates, recurring correction categories, actions prevented by rules, and mistakes that reach a live channel. The aim is faster sound decisions.
Frequently asked questions
- Can different Haystack jobs use different approval rules?
- Yes. Autonomy policies are set by channel and step, so a trusted page type can operate differently from outreach or a new social workflow.
- Can the work require approval?
- Yes. Haystack keeps consequential publishing and sending actions behind the approval or autonomy rule chosen for that job.
- Which channels can Haystack act through?
- Haystack can publish approved pages to Webflow, send approved outreach and nurture through Gmail, and publish approved LinkedIn posts.