🌟 Document Approval Routing with AI

Route documents and requests to the right approvers in sequence, with reminders and audit logging, so nothing stalls waiting on a signature.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every week

Schedule

Then 1

Agent

Approvals Reviewer

Ask an agent · Taskade AI

Knows
your approval thresholds and owners
Remembers
every request it has decided

Then 2

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

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

  1. Connect your document or request submission source as the trigger.
  2. Define the approval chain and any conditional routing rules.
  3. Set reminder timing for stalled approvals.
  4. 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.