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Tasks and approvals

What needs doing, by whom, by when — and a review step for anything the team or the assistant proposes.

Tasks come from you, from messages, from flows and from the assistant. Assign, set a due date, attach to a contact or order. Your open tasks are on the dashboard.

Approvals hold anything that should be looked at before it goes out: replies the assistant drafted, posts a teammate scheduled, refunds a manager requested. Approve or send back with a note.

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