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Set approval rules for emails and payments

Decide what needs your yes and what bots can do on their own, per bot and per kind of action.

Plany guides

4 min read

By default every email, message and payment stops for your approval. As you get to trust a bot, you can let it do more on its own.

  • Let replies to existing threads go out without asking
  • Let payments under a set amount through
  • Always ask for anything sent to a new address

Rules are per bot, so your new hire can ask about everything while your trusted Inbox Manager handles the routine replies.

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