Human In The Loop

Human in the Loop is a core OttoKit feature that lets you add human approvals to any automated workflow.

When something important needs a quick review or decision, the workflow pauses and sends an email or WhatsApp message to the right person for approval.

It’s great for tasks that need human judgment, like reviewing content, checking data, or approving actions before they happen.

Think of it as a safety step that helps your automation stay smart, accurate, and reliable, without slowing things down.

How does it work?

Here’s a simple example:

Let’s say you’re using a workflow that takes text from a Google Sheet, asks OpenAI to create a summary, and then publishes that summary as a blog post on WordPress.

Without a review step, the summary would be published automatically, without anyone seeing it first.

With Human in the Loop, the workflow pauses after the AI creates the summary. You’ll get an email with the summary, where you can review and even edit it. Once you approve it, the workflow continues and publishes the post to your WordPress site.

It’s a simple way to stay in control, especially when content or decisions need a quick human check before moving forward.

How to Set Up the Human in the Loop App?

Step 1: Open the workflow where you need to add the Human in the Loop App

Step 2: Click anywhere on the plus icon and add an action step to the workflow

Step 3: Search & select the Human in the Loop app

Step 4: Click on continue

Step 5: Choose contact type i.e WhatsApp or Email for approval request

Step 6: Test the action, and you will get a waiting status.

Step 7: Click on save, and go to your email on where the response needs to be sent, and there you can click on View Details to edit

Step 8: You can click on the View Details button to check or edit the content

That’s it! Now, whenever any new response comes inside the workflow, the approval request will be sent out to the given email address, and once it’s approved, then only it will continue further, or in case of rejection, the workflow will stop there.

Setting up Human In The Loop Trigger

You can connect Human in the Loop in triggers as well as shown below-

Step 1: Go to a new workflow

Step 2: Select Human in the Loop in the trigger step

Step 3: Click on continue

Step 4: Select the workflow from which you need “Approved” review and click on continue.

Step 5: You can fetch the data and click on save

It’s done!

By following the steps outlined in this article, you can set up the Human in the Loop app and start using it to optimize your workflows today.

And if you need any help setting up the Human in the Loop, feel free to reach out to our support team. We’ll be more than happy to assist!