When a playbook reaches an email, webhook or API step, the most specific enabled rule
decides what happens. A rule scoped to a provider beats one scoped to an outcome, which
beats one scoped to an action type. With no rule at all, everything waits for a
reviewer.
A rule
A step can also demand approval regardless of the rules, from its playbook.
Only admins add, edit or delete rules. The starter knowledge base ships three rules that
hold every email, webhook and API step for approval; loosen them once you trust a step.
Start with dry run on and every step held. Approve a few, read the request and response
on the case’s Activity tab, then write a Run automatically rule for that one provider
and outcome.