Process design, forms & approvals — found from sitemap — Tray.ai

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Facts read from this source

• Approval workflow parts Report an error

  “Agent action approval is four parts: a threshold based on blast radius rather than on model confidence, a request that shows the approver exactly what will happen, an expiry that defaults to not acting, and a record of who approved what.”

• Blast radius dimensions Report an error

  “Record count: how many things change Reversibility: can this be undone, and how easily Customer-facing: does anything reach somebody outside the company Financial: does money or an entitlement move Destructive: does anything get deleted or overwritten irrecoverably”

• Expiry default Report an error

  “The threshold is blast radius instead of confidence, and an approval request that expires defaults to not acting.”

• Decision record contents Report an error

  “Record every decision: who, when, exactly what was shown, the outcome, and what happened after it executed.”

• Routing rules Report an error

  “Customer-facing goes to the account owner Financial goes to the budget owner or finance Data changes go to the system owner Anything above a higher threshold goes to two approvers”

• Two approvers Report an error

  “Anything above a higher threshold goes to two approvers”

• Observe mode Report an error

  “Run it in observe mode first: classify every action and request approval for nothing, then read a week of what would have been gated.”

• Tray build threshold editing Report an error

  “Then open the same workflow in Tray Build so the team owning the agents can adjust thresholds and routing in the visual canvas as trust in a given agent grows.”

• Pre production checks Report an error

  “Run the per-step schema checks and the whole-workflow audit before this touches production.”

• Headless prompts Report an error

  “Paste these into Claude Code or Codex with the Tray Headless plugin installed. Each stage runs on its own.”

• Credential handling Report an error

  “Each is an authentication in your Tray workspace, referenced by name, so the workflow never holds a credential.”

• Slack Report an error

  “Slack Send the request where the approver already works, with the real payload rather than a link to it. WRITES”

• Okta Report an error

  “Okta Resolve the owning group from the ownership register to the people currently in it, so approval never depends on one named individual. READS”

• Salesforce Report an error

  “Salesforce Read the records an action would change so a before and after diff can be shown. READS”

• Snowflake Report an error

  “Snowflake Land every decision with what was shown, which is what makes the arrangement defensible afterwards. WRITES”

• Jira Report an error

  “Jira Raise a record for anything refused, so a refusal is a conversation instead of a dead end. WRITES”

• Alternative stacks Report an error

  “The same prompts build it against Microsoft Dynamics 365, Google BigQuery, Microsoft Teams, Azure Active Directory, ServiceNow or HubSpot.”

• Connectors available Report an error

  “CONNECTIONS IN THIS BUILD Field mapping, templates and common problems for each pairing: Okta + Slack, Salesforce + Slack, Okta + Salesforce and Jira + Slack.”

• Approval rate monitoring Report an error

  “Then report: approval rate by action type, median time to decision, expiries, and how often an approved action later needed correcting.”

• Hosted execution Report an error

  “Requests, expiries and re-validation run on the same engine, so an approval at 2am behaves exactly like one at midday.”

• Superseded requests Report an error

  “Handle these: an approver who is away, which routes to a deputy rather than waiting; a request superseded because the agent has moved on; and approval arriving after the underlying data changed, which should re-validate rather than execute a stale plan.”

• Payload display cap Report an error

  “Cap the display and say so: showing the first twenty of four hundred records with the count is honest.”

• Page last reviewed Report an error

  “Last reviewed September 2026.”

• Built with Report an error

  “BUILT WITH TRAY HEADLESS”

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Scores citing this record

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