- Reads: searching records, listing meetings, reading email, running reports. These run immediately, without asking.
- Writes: sending a message, creating or updating a CRM record, deleting anything, posting content. These pause and show you an approval card in chat before anything happens.
What an approval looks like
When Expertise wants to make a change, you’ll see a card describing exactly what it’s about to do: the tool, the target, and the content or field values. Nothing runs until you click Approve. Decline and Expertise adjusts or drops the action.Approvals also apply to scheduled tasks. If a scheduled run needs to send an
email or update a record, it queues the approval and can notify you in Slack
so you can approve from there.
What’s always write-gated
Across every integration, these classes of action always require approval:
Some connectors are read-only by design (Gong, ZoomInfo, Granola, tl;dv,
PostHog), they have no write tools at all.