# Approve a copilot action

> Reviewing and approving something the copilot has drafted for you.

Source: https://donorcare.my/help/organizations/insights/approve-a-copilot-action/

**Who can do this:** Owner, Admin

When the AI Copilot drafts a change — tagging a donor, assigning a receipt number, adjusting a campaign goal, and a handful of others — it waits here for you to approve, reject, or leave it pending.

## Before you start

- Ask a question in [the Copilot](https://donorcare.my/help/organizations/insights/ask-the-ai-copilot/) that leads to a suggested change — not every question produces one.

## Steps

1. **Open Insights → Copilot Actions.** Anything waiting on you is listed under **Pending approval**.

   *Screenshot: the pending approval list with one drafted action open.*
2. **Review the drafted change.** Each card names the action (for example "tag donor") and when it was proposed, with the exact details of what would change shown underneath.

3. **Select Approve & execute**, or **Reject.** Approving carries out the change immediately — there's no separate confirmation step after this. Rejecting closes the proposal with no effect on your data.

   *Screenshot: the Approve & execute and Reject buttons on a pending card.*
4. **Check History** for anything already decided, including the outcome of past approvals and rejections.

5. **Undo, if you change your mind.** Most executed actions carry an **Undo** button with a visible expiry, for up to 24 hours after they ran.

## What to expect from a void

**Do**

- Expect a drafted donation void to need a second approval beyond this page. Approving it here only files the void request — a finance member or an Owner still has to approve the void itself before anything is reversed.

**Don't**

- Expect Undo to be available for everything. A drafted compliance flag has no undo — approving it simply marks the item acknowledged.

## If something goes wrong

| What you see | What it means | What to do |
|---|---|---|
| Approve & execute fails | Your organization's hourly limit on executed actions has been reached | Wait, or approve the most important ones first |
| The action you approved isn't reflected yet | It may have failed during execution | Check its entry under History for the result |
| Undo isn't available | The 24-hour window has passed, or this action type has no undo | Make the correction directly on the affected record instead |

## Related

- [Ask the AI copilot](https://donorcare.my/help/organizations/insights/ask-the-ai-copilot/)
- [Void or refund a donation](https://donorcare.my/help/organizations/donations/void-or-refund-a-donation/)