MergePoint workflows can run fully autonomously or include checkpoints where a human needs to review, approve, or provide input before proceeding. This is called Human-in-the-Loop (HITL).There are three primary ways to keep a human in the loop:<hr><h2>1. Ask for Confirmation</h2>Use this for actions with side effects, such as sending emails, updating records, or creating events.Behavior: The workflow pauses until a user explicitly approves the action. Tasks appear as drafts in the Workflow Runs panel and must be confirmed in the UI before execution continues.When to use it:<ul class="accent-bullets"><li>Outbound communications (e.g. "Send email")</li><li>CRM or database updates</li><li>Scheduling or calendar events</li></ul>How to configure:<ul class="accent-bullets"><li>Enable Ask for Confirmation in the action step</li><li>The action is paused and shown as a pending task</li><li>A user must manually approve before the workflow proceeds</li></ul>Where it appears:<ul class="accent-bullets"><li>Pending tasks show up in the Workflow Runs view</li><li>Sidebar badge indicates workflows awaiting confirmation</li></ul><hr><h2>2. Receive an Email</h2>Use this method to send an email update to a person when a specific condition is met.When to use it:<ul class="accent-bullets"><li>Escalating a high-value opportunity</li><li>Sharing negotiation outcomes</li><li>Intervening before automatic handoff or action</li></ul>How to configure:<ol class="steps-list"><li>Add a Condition after the relevant action</li><li>Write a logic rule (e.g. <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">lead_status = accepted</code>)</li><li>Add a Send Email step</li><li>Set the recipient manually (e.g. <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">ops@company.com</code>)</li><li>Define the message body with key data points (e.g. lead name, deal amount)</li></ol>Example: “Send an email to the partnerships team when a deal closes with the lead name, email, and proposal link.”<hr><h2>3. Send a Message to Slack, Twilio, or Other Channels</h2>Use this option to notify a team via messaging apps when something important happens.When to use it:<ul class="accent-bullets"><li>Alerting a team to refund requests</li><li>Broadcasting new deal wins</li><li>Routing critical errors or flags to support channels</li></ul>How to configure (Slack example):<ol class="steps-list"><li>Add a Condition step (e.g. <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">refund_requested = true</code>)</li><li>Add a Send Channel Message step</li><li>Set the target channel (e.g. <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">#support-alerts</code>)</li><li>Define the message with relevant data (e.g. customer email, timestamp)</li></ol>Other supported channels:<ul class="accent-bullets"><li>Slack</li><li>Twilio SMS</li><li>WhatsApp</li><li>Telegram</li><li>Microsoft Teams (via webhook)</li></ul><hr><h2>Optional: Additional HITL Step Types</h2>MergePoint supports additional Human-in-the-Loop step types inspired by task-based approval workflows.<table style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Step Type</th><th colspan="1" rowspan="1">Use Case</th></tr><tr><td colspan="1" rowspan="1">Approval</td><td colspan="1" rowspan="1">Pause workflow and require a user to approve before continuing</td></tr><tr><td colspan="1" rowspan="1">Data Input</td><td colspan="1" rowspan="1">Prompt the user to provide typed inputs (e.g. date, dropdowns, notes)</td></tr><tr><td colspan="1" rowspan="1">Task Completion</td><td colspan="1" rowspan="1">Wait for confirmation that a real-world task has been completed</td></tr></tbody></table>These steps can be used inline with any workflow and are especially useful when automation needs to be combined with manual decision points.<hr><h2>Summary</h2><table style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Method</th><th colspan="1" rowspan="1">Use Case Example</th></tr><tr><td colspan="1" rowspan="1">Ask for Confirmation</td><td colspan="1" rowspan="1">Hold workflow until user approves a high-impact action</td></tr><tr><td colspan="1" rowspan="1">Receive an Email</td><td colspan="1" rowspan="1">Notify stakeholders of a completed negotiation</td></tr><tr><td colspan="1" rowspan="1">Messaging Integration</td><td colspan="1" rowspan="1">Alert support in Slack when refund is requested</td></tr><tr><td colspan="1" rowspan="1">Approval Step</td><td colspan="1" rowspan="1">Require approval before continuing</td></tr><tr><td colspan="1" rowspan="1">Data Input Step</td><td colspan="1" rowspan="1">Request structured input from a user (e.g. date, reason)</td></tr><tr><td colspan="1" rowspan="1">Task Completion Step</td><td colspan="1" rowspan="1">Wait for manual real-world action (e.g. call, proofread)</td></tr></tbody></table>

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