How to use Tulip Approvals
1. Install
An account admin installs Tulip Approvals from the monday.com apps marketplace and approves the permissions it asks for. After that, everyone in the account can use it.
2. Add the Approvals view to an item
- Open any item on a board.
- In the item panel, click + next to the tabs (Updates, Files, Activity log).
- Choose Explore more views, open Installed apps, and add ✅ Approvals.
The tab stays on that board, so every item on it has an Approvals tab.
3. Request an approval
- Open the ✅ Approvals tab of the item.
- Choose who needs to approve. With more than one approver, pick Everyone at once or One after another.
- Optionally add a message and attach files from the item.
- Click Send for approval.
Approvers get a monday notification, and a note is added to the item's Updates.
4. Approve or reject
Approvers open the item's ✅ Approvals tab and click Approve or Reject. A comment is optional when approving and required when rejecting. In a sequential request, the next approver is notified as soon as the previous one approves.
AI assistance
- ✨ AI review brief: summarises the item (its fields, recent updates and attached files) and lists what to check before deciding. It never approves or rejects for you.
- ✨ Improve wording with AI: turns a quick note such as "logo too small" into clear, polite feedback for the requester. You can edit it before sending.
AI runs on monday's own AI and uses your account's monday AI credits. If an account admin has turned AI off, the rest of the app keeps working normally.
5. Results and history
- The request is Approved when every approver approves, and Rejected as soon as one approver rejects.
- The requester is notified of the result, and the decision is written to Updates.
- The requester can cancel a pending request.
- After a request closes you can start a new round. Earlier rounds stay listed under Previous approval rounds.
6. Optional: status column for automations
Add a Status column whose title contains Approval. Tulip Approvals will set it to Pending approval, Approved, Rejected or Cancelled, so you can build monday automations on it, for example "when Approval changes to Approved, move item to Done".
Need help?
Email support@tulipapps.app. We usually reply within one business day.