Client experienceApprovals & feedback
Client experience/Approvals & feedback
6 min read·06 / 09

Approvals & feedback

Approvals move sign-off out of your inbox and onto the record. You send a deliverable, the client approves or requests changes in one click, and the decision is timestamped against your base — no more 'per my last email'.

Sending for approval

From a project or the Approvals page, choose Request approval, attach the deliverable, and pick the client contact. They get a notification and the item appears in their portal under Approvals.

console / approvals
The console Approvals queue — everything awaiting a client decision, across all accounts.
The console Approvals queue — everything awaiting a client decision, across all accounts.
  1. 1Tabs: Pending, Approved, Changes requested.
  2. 2Each item shows client, type, and who submitted it.
  3. 3You can approve on a client's behalf if they ask you to.

The client's decision

In their portal the client sees the deliverable with two clear actions: Approve or Request changes. Requesting changes opens a threaded comment so feedback is specific and attached to that exact version — not scattered across replies.

  1. 1
    Client reviews the deliverable
    They open the item from their home or the Approvals block and see the file inline.
  2. 2
    Approve, or request changes with a note
    Approve records a clean sign-off. Request changes captures threaded feedback against the version.
  3. 3
    The decision writes back to your base
    Status and a timestamp post to the linked record automatically — your single source of truth stays current.
Pair approvals with status
Map an approval outcome to your status field so an Approve can flip a project from In review to Done without anyone touching Airtable. Set this in the Approvals block settings.

An audit trail you can trust

Every approval, request, and comment is logged with who, what, and when. If a client later asks when something was signed off, the answer is on the record — not a memory of an email.

Yes. Make an Approved decision a gate on the status that marks a project Done, so nothing closes without a recorded sign-off.

Pending items stay in the queue and surface on the client's home under Needs your attention. You can send a reminder from the console, or approve on their behalf if they've authorized it.

Yes — a decision posts to the project thread and the console Approvals tab updates in real time, so whoever owns the work sees it immediately.

Next
Files & invoices
Collect assets and get paid.
Next
Security & permissions
Who can approve what.
On this page