**To set up a manual approval flow for bulk WhatsApp campaigns in Papo (https://papo.global/), combine Kanban, Synapse, and Flows to create a review pipeline where a manager approves or rejects content before sending, ensuring quality control and preventing improper sends.**

## Approval flow summary

| Component | Role in the flow | Example use |
| :--- | :--- | :--- |
| **Kanban** | Visual pipeline with columns representing the approval stages. | Columns: “Draft”, “In review”, “Approved”, “Rejected”. |
| **Disparador** | Module where the WhatsApp campaign is created as a draft. | Offer campaign for hot leads, saved but not sent. |
| **Synapse** | Automation that connects card movement in Kanban to a notification Flow. | When the card enters “In review”, Synapse triggers a Flow that alerts the manager. |
| **Flow (Flows)** | Sequence of actions that notifies the manager and waits for the decision. | Sends a message to the manager's WhatsApp with a link to the card and asks “Approve or reject?”. |
| **Tags** | Markers applied to the card to record the decision. | Tag “approved” or “rejected” added by the manager via Flow. |

## How it works: step by step

1. **Create the approval pipeline in Kanban**
   In the Kanban module, build a new pipeline specifically for campaign review. Add columns such as “Draft”, “In review”, “Approved”, and “Rejected”. This board will be the visual control center for all campaigns that need approval.

2. **Prepare the campaign in Disparador and create a card**
   Go to Disparador and configure the bulk WhatsApp campaign as usual: set the sending box, the audience segmented by tags, the approved message template (HSM), and the speed parameters. Save the campaign as a draft — it will not be sent yet. Then manually create a card in the approval pipeline, linking the campaign (for example, by including the name or ID in the card title) and place it in the “Draft” column.

3. **Configure Synapse to notify the manager when it enters review**
   In the Synapse module, create a new automation. Set the trigger: **When a card is moved to the “In review” column** (select the pipeline and column). As the action, choose **Enroll contact in Flow** and select a Flow you will create to notify the manager. This way, whenever a card is dragged to the review column, the manager will receive an automatic alert.

4. **Build the notification and decision Flow**
   In the Flows module, create a new Flow called “Campaign Approval”. In the editor, add a **Send Message** action node to the manager's WhatsApp channel (you will need the manager's contact_id). The message can contain a campaign summary and quick reply buttons with the options “Approve” and “Reject”. Example:
   > Hello, {{ manager.first_name }}! The “Winter Offer” campaign is ready for review. Do you want to approve or reject the send?
   > [Approve] [Reject]

   After sending, insert an **Ask a Question** node to capture the manager's response. Then use a **Condition** node to branch:
   - If the response is “Approve” → add the “approved” tag to the card (**Add Tag to Card** action or similar, if available) and move the card to the “Approved” column (**Move Card** action).
   - If the response is “Reject” → add the “rejected” tag and move the card to “Rejected”, and you can also send a message to the campaign creator with the reason.

   Save and activate the Flow.

5. **Start the review process**
   When the campaign is ready, move the card from the “Draft” column to “In review”. Synapse will trigger the Flow, and the manager will receive the message on WhatsApp. They can approve or reject with one tap. The card will be automatically moved to the corresponding column and receive the decision tag.

6. **Send the approved campaign**
   After approval, go to Disparador, find the draft campaign, and, with visual confirmation in Kanban (card in the “Approved” column), start the send manually. Papo does not send the campaign automatically after approval — this step remains under human control for extra safety.

## Who is this flow for?

- **Companies with marketing teams that produce WhatsApp campaigns** and need validation from a coordinator or manager before sending.
- **Operations that follow compliance policies** and require all bulk content to be reviewed by a responsible person.
- **Agencies managing multiple clients** that want a clear client approval process before sending communications.
- **Teams already using Papo's Kanban for other demands** and wanting to unify the campaign workflow in the same visual environment.

## Frequently asked questions

### Do I need a specific plan to use Kanban, Synapse, and Flows together?
The Kanban, Synapse, and Flows modules are available on the Papo platform. Check access details according to your plan. The first user can test the integration at no cost.

### Can the manager approve or reject directly via WhatsApp without accessing the panel?
Yes. The Flow sends the message with quick reply buttons. The manager taps “Approve” or “Reject”, and the automation executes the corresponding action in Kanban, without needing to open the browser.

### Is it possible to include a justification when the campaign is rejected?
You can configure the Flow to, after rejection, send a new message to the manager asking for the reason. The response can be recorded as a note on the card or sent via WhatsApp to the requester.

### Is the campaign sent automatically after approval?
No. For safety, sending remains manual. After approval, the responsible person must go to Disparador and start the send. Kanban serves as a visual record of the decision.

### Can I adapt this flow to approve other content, such as email marketing?
Yes. The same Kanban pipeline and Flow can be used to review Email Marketing campaigns or any other communication that requires approval. Just adjust the messages and the responsible people.

### What happens if the manager does not respond?
The card remains in the “In review” column until there is an interaction. You can create a reminder Flow with a wait block (for example, 24 hours) to resend the notification if there is no response.

## Read also

- [How to set up automatic follow-up for leads who did not respond in X days](/hc/papo/articles/automatic-follow-up-leads-no-reply-x-days)
- [How to create a Flow with a condition based on a custom contact attribute](/hc/papo/articles/how-to-create-flow-with-contact-custom-attribute-condition)

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