Use email approvals

What email approvals are for

Email approvals help keep bookkeeping moving when the user is not inside LeedBooks.

They are useful for decisions that are important but not urgent. Unlike Telegram, email is better for slightly longer context, summaries, and items the user may want to review later.

What email should include

A good approval email should be short and specific.

It should include:

• What needs attention.
• Why LeedBooks is asking.
• The recommended action.
• A clear link back to the right page.
• Enough context to avoid confusion.

It should not include private technical details or long internal logs.

Telegram vs email

Use Telegram for fast, lightweight decisions.

Use email for:

• Daily or weekly summaries.
• Month-end reminders.
• Tax-readiness reminders.
• Review items that can wait.
• Users who do not want messaging app alerts.

Both channels should support the same basic principle: LeedBooks reaches out when there is real bookkeeping work to approve.

Approval records

Approvals should be traceable.

When a user approves work through email, the important details should be recorded: what was approved, when it happened, and what changed afterward.

This gives the business owner confidence that automation is controlled instead of invisible.

Avoid email noise

Email can become noisy if every small decision becomes a message.

Good email behavior:

• Batch low-priority items.
• Keep summaries short.
• Send urgent items separately only when needed.
• Avoid repeating the same reminder too often.
• Give the user one clear next action.

The best email is the one the user can understand in under a minute.

Best practice

Use both channels intentionally.

Telegram should handle quick approvals. Email should handle summaries and slower review. The dashboard should remain the place for full context and deeper work.

That combination lets LeedBooks feel like an AI bookkeeping employee instead of another dashboard the user has to babysit.