Approvals and request routing
Every request has an owner, a status, and an audit trail.
How it works · Approvals and request routing
STEP BY STEP
In
- Intake form
- Email request
- Chat message
- 1
Submit01
Request through one form
REQ-311
- 2
Route02
Rules pick the approver
Ops lead
- 3
Decide03
Approver decides in chat
Approved
Human checkpoint
- 4
Record04
Requester notified, trail saved
Logged
Out
- Status update
- Audit trail
- Open requests view
How it works
01
The problem
Requests and approvals are chased through chat and email.
Step by step
- 01Submit. Request through one form.
- 02Route. Rules pick the approver.
- 03Decide. Approver decides in chat.Human checkpoint
- 04Record. Requester notified, trail saved.
Tools and control
02
Connects
Slack
Microsoft Teams
Airtable
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Decide" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflowOperations
Scheduling and reminders
Bookings confirmed and reminded automatically, with easy rescheduling.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.