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Module 02 · The CEO

Approvals

Risky steps wait for your Approve. See what asks, how to approve or reject on the Approvals screen, and how auto-approve works.

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Your assistants ask before they do anything that is hard to undo or that people outside your company can see. You answer with Approve or Reject. Nothing in this category runs until you decide, unless you have turned on auto-approve for that kind of step.

What asks and what does not#

StepAsks you?
Opening a pull requestYes
Pushing a branch or changing code on your repositoryYes
Opening an issueYes
Sending mailYes
Creating a calendar eventYes
Charging a customerYes
Deploying to productionYes, unless you turn on auto-approve for production actions
Deleting, closing, or removing something in a connected serviceYes, unless you turn on auto-approve for deletions
Reading, searching, or listingNo
Reviewing a pull request or checking CINo
Drafts that are not sentNo
The Coder editing files in its own workspaceNo

Where you answer#

  1. Open Approvals. It lists everything waiting, across all your chats.
  2. You can also answer in the chat where the request came from. Steps that wait sit under the messages with Approve and Reject.
  3. Read what the request says, then choose one.
ChoiceWhat happens
ApproveThe assistant carries out that step, and only that step.
RejectThe step is cancelled and nothing is sent, pushed, or created.

The job stays open while it waits. You do not have to answer right away.

What a request shows#

Each request says what the assistant wants to do and where. For a pull request, that is the repository and the work it is about to publish. You can also open the job in Jobs to read the Coder's changes before you decide.

Auto-approve#

Auto-approve is your switch, and only you can turn it on. Every category starts off.

  1. Open Settings and go to Auto-approve. The same switches sit at the bottom of the Approvals screen.
  2. Turn on a category. StellarFirm asks you to confirm, in plain words, and warns that the assistant may do something unexpected.
  3. Choose the Yes answer to turn it on, or No, keep asking me to leave it off.

With a category on, the assistant does that kind of step without asking and tells you afterwards in the same chat. Turning it off takes effect straight away.

CategoryWhat it covers
Production actionsShipping to production.
DeletionsDeleting or closing things in a connected service.

Auto-approve also never covers a step that needs your Approve for some other reason.

Auto-approve and house rules#

Auto-approve is the "what you allow without asking" half of your house rules. The other half is the rules you write in your company brief. Together they decide what the assistants do after the work.

Prompts to try#

PromptSee what is waiting

CEO, list everything waiting for my approval, with one line on what each step will do.

PromptExplain a request

CEO, explain the approval request for [job] in plain words: what will happen if I approve it, and what happens if I reject it?

PromptCheck what asks

CEO, remind me which kinds of steps ask for my approval and which ones do not, given my current settings.

Next#