The control layers
Your task instruction
State whether you want analysis, a draft, an approval-ready proposal, or execution under existing policy. A clear instruction reduces ambiguity, but it does not override workspace controls.Guardrails
Use Settings → Guardrails to define the operating limits Marketer should read before spend-related changes. Available controls include:- Target ROAS, break-even ROAS, and optional target CPA
- Monthly, daily, and minimum-spend boundaries
- The currency used for spend caps
- Whether budget increases are allowed
- Maximum budget increase and approval thresholds
- Campaigns that should remain untouched
Autonomy
Use Settings → Autonomy to choose the default creative-brief mode and launch behavior.- Review everything keeps new launches paused for your review.
- Hands-off allows accepted orders to launch active and begin spending. Availability can depend on the workspace plan.
Approvals and pending work
When Marketer needs a decision, review the request in the task or open Awaiting action from Quick actions. Read the proposed destination, budget, scope, and effect before you approve. Slack can support configured collaboration and notification flows. Do not assume every approval can be completed from Slack; use the approval surface the task provides.A safe initial configuration
1
Start with review
Set Autonomy to Review everything so new launches remain paused.
2
Define guardrails
Add the performance targets and spend boundaries your team already uses. Confirm the cap currency and protect any campaign Marketer should not change.
3
Test with a draft
Ask Marketer to prepare a brief or campaign plan without publishing it. Review the evidence and proposed settings.
4
Inspect the approval state
Check the task and Awaiting action. Confirm what will change, where it will change, and whether it will be paused or active.
5
Increase autonomy deliberately
Change autonomy only after the workspace has reliable data, tested guardrails, clear ownership, and a review process for completed actions.
Member permissions still apply. Seeing a setting or proposal does not guarantee that your role can edit, approve, publish, or view billing information.
Before you approve
- Confirm the correct workspace and provider account.
- Read the exact change, not only the summary.
- Check budget, currency, schedule, targeting, creative, and destination.
- Compare the change with Guardrails.
- Confirm whether approval creates a draft, a paused item, or an active item.
- Record the result you expect to monitor after approval.