Keep approvals moving by automatically sending each document to the right reviewers in order, chasing pending sign-offs, and recording the full trail. This automation removes the back-and-forth that holds up contracts, budgets, and policy changes.
What's Included
- Submission trigger: Starts when a document is filed for review or a form is submitted.
- Sequential routing: Sends to approvers in order based on amount, type, or department.
- Smart reminders: Nudges pending reviewers automatically until they respond.
- Audit trail: Logs every decision with timestamps for compliance.
How To Use
- Connect your document or request submission source as the trigger.
- Define the approval chain and any conditional routing rules.
- Set reminder timing for stalled approvals.
- Activate and let every request flow to the right people automatically.
Discover more operations flows in /automate or build a custom approvals assistant with AI agents.
