4 min read · Step-by-step guide
Set up an approval workflow
An approval workflow defines who reviews the work, in what order, and what they must check. Publish a workflow once, then use it for individual requests in the same project.
What you’ll accomplishA published review workflow with clear stages, reviewers, and delivery settings.
Before you start
- Approvals access and permission to manage approvals in the selected project.
- The reviewers, their responsibilities, and the person who will handle requested changes.
- A connected Slack workspace if you want Slack delivery. Email can be used on its own.
Create and publish a workflow
Create a workflow
Open Review → Workflows and choose Create workflow, or Use template as a starting point. Give it a clear name.Add the review stages
Add the required stages in their intended order. For example, start with Brand and then Legal. Assign reviewers to each stage and choose whether one approval or everyone’s approval is required.Check people and delivery
Check the review administrator, the owner of requested changes, and the participants. Choose email, Slack, or both. Inspect any channel and reviewer settings before publishing.Publish
Resolve the builder’s validation messages and choose Publish. The workflow should show Published in the list. An unpublished draft cannot be selected when starting an approval.
Example: Brand, then Legal
| Stage | Reviewer checks | Completion rule |
|---|---|---|
| Brand | Logo, typography, tone, and product imagery. | One designated brand reviewer approves. |
| Legal | Claims, disclaimers, price, and required terms. | All assigned legal reviewers approve. |
Set up notifications
Email delivery uses Mica’s company email; reviewers do not need you to connect a personal mailbox. For Slack, open Approvals → Integrations and connect the intended workspace for this project.
Select the available tracking or stage channels and any reviewer direct-message options. Review validated recipients and email fallbacks in the confirmation preview. A test notification sends a real message, so choose its destination deliberately.