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Approval workflow · User interview

Today · 1:00 PM · 3 people

Agreements & decisions

Test showing the current approver and wait time in the overview.

Next steps

PM documents the requirements for a test prototype.

↗ Conversation & sources · 18:42
Recording
✧ Next stepsPM documents the requirements for a test prototype.

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Your brief 09:45

Approval workflow · User interview

Today · 1:00 PM · 3 people · Only you

The finance team cannot see where approvals are stuck. Today’s interview explores notification timing and how they use the overview.

PM
Product leadProduct managers

From the previous conversation

Test showing the current approver and wait time in the overview.

What to confirm today

Where does work stall? What is the current workaround?

▤ Conversation & sources 09/18 · 09/22

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Approval workflow · User interview

Cannot tell who owns approval Asks in Slack every time Wants owner in overview Prototype next time

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Follow-up draftDraft saved · just now
Review
ToProduct team
SubjectApproval workflow: findings & next test

Hi Product team,

The interview highlighted a lack of visibility into the current approver. We’ll test a prototype showing the owner and wait time.

  • PM documents the requirements for a test prototype.
  • Where does work stall? What is the current workaround?

Thank you,
Pulse

▤ Meeting summary & next steps.pdf PDF · 248 KB
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Review
Approval workflow · User interview 09/25
Research task
Not updatedTest approval visibility
Owner
Product lead
Next steps
PM documents the requirements for a test prototype.
Conversation & sources
▤ Approval workflow · User interview · 18:42
✓ Review the source conversation before applying the selected updates.
Interactive sample. No email is sent and no external tools are updated.

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What should we test first in the approval workflow?
What should we test first in the approval workflow?
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Knowledge / Context record CTX–0925

Approval workflow · User interview

✓ Sources linked Today · 1:00 PM · 3 people
In the conversation · 18:42

“Cannot tell who owns approval”

Agreements & decisions
Test showing the current approver and wait time in the overview.
Owner
Product lead
Next steps
PM documents the requirements for a test prototype.
Status
Next action pending
▤ Conversation & sources 09/25 · 18:42
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Approval workflow · User interview

Where does work stall? What is the current workaround?

Today · 1:00 PM · 3 people

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