Human in the Loop

Overview

Human in the Loop (HITL) allows you to pause workflow execution and require manual approval before proceeding. When a workflow reaches an approval step, it stops and waits for you (the workflow owner) to review and approve before continuing.

How It Works

1

Workflow pauses execution

When a workflow reaches an approval step it stops running until action is taken.

2

You receive a notification as the workflow owner

A notification is sent to the workflow owner to review the paused workflow.

3

You review the workflow details and approve to continue

The approval UI shows relevant workflow details so you can decide whether to approve.

4

Workflow resumes and executes the next steps

Once approved, the workflow continues with the next steps.

Human in the Loop

Currently, only the workflow owner can approve paused workflows. Sharing approval rights with other team members is not yet available.

Example Use Cases

Financial Transactions

Trigger: Invoice received
→ Agent: Extract invoice details
→ Approval: Review payment
  └─ Shows: Payment amount and vendor
→ Action: Create payment
→ Notification: Confirm payment processed

Why approval needed: Financial transactions should have oversight, especially for amounts over a certain threshold.

Data Deletion

Trigger: Cleanup request
→ HTTP Request: Fetch old records
→ Code: Filter records older than 90 days
→ Approval: Review deletion
  └─ Shows: Record count and preview
→ Action: Delete records
→ Notification: Confirm deletion complete

Why approval needed: Data deletion is irreversible and requires verification.

Customer Communications

Trigger: Form submission
→ Agent: Generate response
→ Approval: Review message
  └─ Shows: Email draft generated by agent
→ Action: Send email to customer
→ Notification: Email sent confirmation

Why approval needed: Customer-facing communications represent your brand and may need quality review.

Production Changes

Trigger: Manual or scheduled
→ Agent: Review configuration changes
→ Approval: Review deployment
  └─ Shows: Change summary
→ Action: Update production system
→ Notification: Deployment complete

Why approval needed: Production changes carry risk and benefit from review.

When to Use Human in the Loop

✅ Good use cases:

• Financial transactions over a threshold

• Data deletions or irreversible operations

• Customer communications requiring review

• Production system changes

• Compliance-sensitive actions

• High-value decisions

❌ Avoid for:

• Routine, low-risk actions

• Steps that need to run immediately

• Actions that happen frequently throughout the day

• Workflows where manual approval becomes a bottleneck

Combining with Conditions

Smart approval workflows use conditions to require approval only when needed:

Agent: Calculate invoice amount

Condition: Amount > $5000?
├─ Yes → Approval: Review high-value payment
│        → Action: Create payment
└─ No → Action: Create payment (auto-approved)

This pattern gives you:

• Automation for routine cases

• Oversight for exceptional cases

• Efficient use of your time

Best Practices

• Use for Truly Sensitive Actions Don’t require approval for every step—focus on actions with real risk or significant impact. Too many approvals slow down automation benefits.

• Provide Clear Context Ensure the workflow provides enough information at the approval step. Include relevant details like amounts, recipients, or data previews so you can make informed decisions.

• Plan for Approval Availability Since only you (the workflow owner) can approve, consider your availability. For time-sensitive workflows, ensure you can respond promptly.

• Test the Approval Flow Run test workflows to ensure approval notifications arrive correctly and you have the information needed to approve confidently.

Next Steps

• Send Notification — Get notified when approval is needed

• Condition Node — Add conditional logic to your workflows

• Getting Started — Build your first workflow

• Core Concepts — Understand workflow fundamentals