Pending approvals roundup
Surface all posts waiting for approval across one or more Planable workspaces, so nothing gets missed.
How this skill works
- Identify which workspaces to check
- Fetch posts filtered by approval status
- Summarize clearly — grouped by workspace/client, with post previews and context
Step 1: Scope the check
Ask (or infer from context):
- Which workspaces? — a specific client, a list, or all workspaces
- Whose approvals? — posts pending the user's own approval (
PENDING_MY_APPROVAL) or all pending posts (NOT_APPROVED,PARTIAL_APPROVED)
Default behavior if not specified: fetch PENDING_MY_APPROVAL across all workspaces (or the most recently active ones if there are many).
Step 2: Fetch pending posts
For each workspace in scope:
list_posts(
workspaceId,
approvalStatus: ["PENDING_MY_APPROVAL"] // or NOT_APPROVED, PARTIAL_APPROVED
)
Approval status reference:
| Status | Meaning |
|---|---|
PENDING_MY_APPROVAL |
Posts where this user is a required approver |
NOT_APPROVED |
Posts with no approvals yet |
PARTIAL_APPROVED |
Posts with some but not all required approvals |
REQUESTED_BY_ME |
Posts where this user requested approval from others |
If the user wants a broader view, query NOT_APPROVED and PARTIAL_APPROVED together.
Step 3: Organize and present results
If results exist, group by workspace (client). For each post show:
- Platform/page name
- Post preview (first 100–150 chars of
textPreview) - Scheduled date (if set) — flag posts that are scheduled soon (within 24–48 hours)
- Current approval status
- Number of approvals received vs. required (if available)
Sort order within each workspace: most urgently scheduled first, then by creation date.
Format:
📋 [Workspace name]
• [Platform] — "[Post preview...]"
Scheduled: [date] ⚠️ (if within 48h)
Status: [approval status]
• [Platform] — "[Post preview...]"
No date set
Status: Partially approved (1/2)
If no pending posts, say so clearly. Don't pad the response.
Step 4: Optional follow-up actions
After showing results, offer:
- "Want me to show you the full text of any of these?"
- "Should I check a specific workspace in more detail?"
Do NOT offer to approve posts — approval actions are not available via the connector.
Edge cases
- Many workspaces: If
list_workspacesreturns more than 10, ask the user to confirm scope before fetching each one. Fetching 20+ workspaces sequentially is slow and may not be what they want. - No workspace specified: Default to checking the 5 most recently active workspaces unless the user says "all clients."
- Scheduled posts with errors: If
WITH_ERRORSposts appear in results, call them out separately — these are likely blocking issues.