AI recommendations → approved action

Turn AI Recommendations Into Approved Action

Leanstack Governance captures recommendations from meetings, AI sessions, docs, and CRM workflows, then routes them to the right people for approval or action.

So your team knows what was suggested, who approved it, what changed, and what happens next.

Example Governance Flow

Google Meet

Strategic discussion captured

L

Leanstack Governance

Decision extracted + owner assigned

hub

Slack

Approval requested

Asana

Task created

HubSpot

Approved update logged

Examples

What Leanstack Governance Actually Does

Instead of letting AI recommendations disappear into meetings, chats, and docs, Leanstack turns them into approved actions your team can track.

Needs approval

Strategic Meeting → Approved CRM Change

Google MeetLeanstackSlack approvalAsana taskHubSpot update

A founder and VP RevOps discuss changing lifecycle stages during a 1:1. Leanstack extracts the recommendation, assigns RevOps as the owner, sends a Slack approval request, creates an Asana task after approval, and logs the approved HubSpot change.

Approval required

New Tool Request → Budget Approval

Google MeetLeanstackSlack (VP Sales + VP Marketing)Asana task

A team recommends a new $18K sales tool during a GTM planning meeting. Leanstack checks the dollar threshold, routes approval to the VP Sales and VP Marketing in Slack, and creates an Asana task only after both approve.

Approval rule: Tools over $10K require VP Sales + VP Marketing approval.

Auto-actioned

Tactical Follow-Up → Auto-Created Task

Meeting notes or AI sessionLeanstackAsana taskSlack FYI

A campaign review produces a low-risk action — like updating a landing page CTA or drafting follow-up copy. Because it is below the approval threshold, Leanstack automatically creates the Asana task and sends a Slack FYI.

Auto-action rule: Low-risk tasks do not require approval.

Needs Approval

  • CRM lifecycle or routing changes
  • New tool requests above budget threshold
  • Campaign strategy changes
  • Customer data or privacy-sensitive workflows

Can Be Automated

  • Low-risk Asana follow-up tasks
  • Slack FYI updates
  • Drafting next-step summaries
  • Logging approved decisions

You decide the rules once. Leanstack applies them every time.

Stop Losing AI Decisions in Meetings and Chat Threads

Bring recommendations into one reviewable workflow so your team can approve what matters, automate what is safe, and track every decision.