Tutorial
Approvals without the chasing
Chasing approvals by email is a workflow waiting to be built.
Define who approves what, by amount, type or team, and let requests route themselves, so nothing waits in an inbox and everyone knows the status.
What an approval flow gives you
Automatic routing
Each request reaches the right approver on its own.
Visible status
Everyone can see exactly where a request stands.
A clear record
Every decision is logged, so there's no ambiguity later.
Why automate it
Approvals should route themselves
A request waiting in someone's inbox is a process quietly stalling.
When approvals depend on remembering to forward an email, things get lost, delayed and second-guessed. A defined workflow sends each request to the right person automatically and shows everyone exactly where it stands.
This guide sets up the rules, who approves what, in what order, and what happens next, so the process runs on its own and nobody has to chase it.
Highlights
Set it up
Define rules
Who approves what, and when.
Auto-route
Requests go to the right person.
Visible status
Everyone sees where it stands.
Before you start
Map the real approval path, then automate it
Before configuring anything, ask three people how approvals actually work today, you will get three different answers, and the differences are the requirements. The workflow that ships should match reality plus one improvement, not an org-chart fantasy.
Thresholds do the routing: small amounts auto-approve with an audit trail, medium ones go to the direct manager, large ones add finance. Every human approval you remove from the boring 80% buys attention for the 20% that deserves scrutiny.
Design for absence from day one, delegates for vacations, escalation timers for silence, and a visible queue so nobody wonders where a request is stuck. Approval flows die from bottlenecks, not from bad rules.
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