Approval workflows use automated emails, which are sent to participating individuals after actions are taken in the workflow. The following table indicates who receives an email after which actions and gives the name of the corresponding email template. You can read the text of the emails below the table. See here for automatic emails related to comments in the activity stream

 

ActionWho Receives the EmailEmail Template Used (see below)

Workflow is initiated

All approvers and FYIers assigned to the first phase of the workflow

Approval Request

FYI

Approver/FYI is added to active phase of workflowThe approver or FYIApprover Request  FYI

Approver is removed

Any approver removed from the current active phase

Approver Removed

Workflow phase has been completed

All approvers and FYIers assigned to the following phase of the workflow

Approval Request

FYI

Workflow has been canceled

All approvers in current and previous phases who had approved item (not skipped)Workflow Canceled
Approval has been delegated to another userDrafter of the item and the delegateeApproval Request Delegated

Workflow phase has been skipped

All approvers and FYIers in the skipped phase

Phase Skipped

Workflow is complete

Drafter of the item

Workflow Approved

Email Templates

Variables are indicated by text in brackets [ ]. 

Approval Request:

Subject: You’ve been asked to approve an agenda item

Hello [Approver]

[Agenda Item Type] [Agenda Item ID] has been submitted by [Drafter] for your review and approval. The target meeting for this item is for the [Meeting Body] meeting on [Agenda Date]. The description is as follows:

[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email, but use the link above. Thank you.
 

FYI

Subject: FYI - An item has been submitted

Hello [FYIer]

This email notice is For Informational Purposes Only.

[Agenda Item Type] [Agenda Item ID] has been submitted for approval. The description is as follows:

[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email, but use the link above. Thank you.

Approval Request Delegated

Subject: You’ve been asked to approve an agenda item

Hello [Approver]

[Agenda Item Type] [Agenda Item ID] has been delegated to you by [Approver who delegated] for your review and approval. The target meeting for this item is for the [Meeting Body] meeting on [Agenda Date]. The description is as follows:

[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email, but use the link above. Thank you.

Workflow Canceled

Subject: Your approval is no longer required

Hello [Approver] [Agenda Item Type] [Agenda Item ID] approval review has been cancelled. Your review is no longer required.

The description is as follows.

[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email. Thank you.

Workflow Approved

Subject: Your item has been approved

Hello [Drafter]

The proposed [Agenda Item Type] [Agenda Item ID], which you submitted to one or more persons for review and/or approval has been approved for the [Agenda Date] [Meeting Body] meeting.

The description is as follows.


[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email. Thank you.

Phase Skipped

Subject: Your approval is no longer required

Hello [Approver]

Your review of [Agenda Item Type] [Agenda Item ID] is no longer required.

The description is as follows.


[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email. Thank you.

Approver Removed

Subject: Your approval is no longer required

Hello [Approver]

Your review of [Agenda Item Type] [Agenda Item ID] is no longer required. 

The description is as follows.


[Agenda Item Title] (Note: This text will be hyperlinked to a URL that will direct users to the item details)

This email is an automatic email notice from your Peak Agenda Workflow System. Please do not ‘Reply’ to this email. Thank you.