◆ Outlook · rules

Approval Routing

Send the monthly sales dashboard for approval to Finance approver Laura first, then to me — use the distribution list …

2heights
2tasks
1roles do it
See the prompt↓More rules workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Send the monthly sales dashboard for approval to Finance approver Laura first, then to me — use…+
Send the monthly sales dashboard for approval to Finance approver Laura first, then to me — use the distribution list for regional managers as FYI but prevent reply‑alls; attach the dashboard and set the send to route sequentially.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make sign‑off smooth: add a one‑page cover note highlighting changes from last month and the…+
Make sign‑off smooth: add a one‑page cover note highlighting changes from last month and the single cell requiring approval, ask Laura to approve or request changes within three days, and only then forward the approved version to me to avoid multiple CC replies.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Make sure the monthly sales dashboard approval request goes to the finance approver first, then to me, without three cc’d replies.

Who does this

1 roles
Sales Executive

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.