Captraex
Approval workflow

Route drafts through review queues when quality or compliance requires control.

Approval workflow lets managers review, edit, reassign, and regenerate drafts before send. Teams can apply stricter governance where needed while keeping high-trust users on faster send paths.

Approval queueAuto-send (no approval step)Starter for queue, Growth for auto-send

Category

Workflow orchestration

Turn event throughput into repeatable team execution with approvals and visibility.

Operational outcomes

  • Approval queue with reviewer actions and full auditability.
  • Per-team configuration between auto-send and explicit sign-off.
  • Supports redistribution to the right owner before message release.
Approval workflow
Draft approvalAwaiting review
Toe.vasquez@northwind.io
Fromben@yourcompany.com
ReFollowing up — Spring Summit

Elena, great chat at the stand. You mentioned your team is losing hours after each event on manual data entry — Captraex captures each contact in seconds and writes it enriched and CRM-ready. Worth a 20-minute call next week?

Assign to

BT
Ben Turner
SH
JO
+
Approve & send
Regen
Process later

Thresholds and limits

  • Approval queue starts at Starter tier.
  • Auto-send unlocks on Growth and Enterprise tiers.

Company context

  • Regulated teams keep a controlled outbound process without manual copy-paste loops.
  • Managers can coach message quality with direct in-flow edits.

See the full process

Want to see how it connects? The step-by-step journey from capture to send.

See how this capability fits into the full Capture → Enrich → Act sequence.