Every business runs on approvals — a discount a sales rep wants to offer, a refund a clinic needs to sign off, a purchase a plant manager has to clear. When those approvals live in email and chat, they stall, get forgotten, or get rubber-stamped without a record. This approval workflow tool, built with Taskade Genesis, gives every request a clear status, a named approver, and a timestamped decision trail — so the right person decides fast and you can always show who approved what.
What's Included
- One request queue: Every approval in a single status view — Submitted, In Review, Approved, Declined — so nothing sits unseen.
- Connected projects: Each request links to the person, the budget line, and any attached documents as connected projects, giving the approver full context in one place.
- AI agent: Ask it "what's waiting on me?" or "which requests are over my limit?" and the custom agent answers from the live queue.
- Routing automation: When a request comes in, an automation sends it to the right approver and nudges them if it sits too long.
- Approver-only access: Requesters submit and track their own items; approvers see and decide, set by 7-tier permissions.
How To Use
- Click Use App to clone this Taskade Genesis tool into your workspace.
- Set your approval types and the spending or sign-off limit for each approver.
- Connect the routing automation so each request reaches the right person automatically.
- Use 7-tier permissions to keep requesters and approvers in their own lanes.
- Clear your approval queue in minutes each day — every decision logged, nothing lost.
Explore more operations tools in the Community Gallery or see the full /generate library.