What Can You Do With This Automation?
Replace approval bottlenecks with an agent that knows who decides and follows through:
Smart routing: The agent reads each request and sends it to the correct approver based on type, amount, or department, no static routing table required.
Automatic reminders: It chases pending approvers on a schedule so requests never stall in someone's queue.
Decision recording: Every approval or rejection is logged with a clear audit trail your team can trust.
Connected follow-through: Once a decision lands, it triggers the next step across 100+ integrations, from notifying the requester to kicking off the work.
Use Cases For Approval Routing Workflow
Route purchase requests to the right budget owner and escalate by amount.
Manage time-off or expense approvals with automatic reminders and a logged decision.
Send marketing assets or contracts to the correct reviewer before they go live.
Run multi-stage approvals where each green light routes the request to the next approver.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.