Approval rules are remembered, not enforced.
Case study
Purchase Request System
Approvals vary by person, amount, location, and vendor without a clear system.
Operating problem
What keeps breaking.
Comments are scattered across chats and emails.
Purchase status is unclear to requesters.
Audit history is weak when decisions are questioned.
Build model
The work becomes a clearer system.
Route approvals by rules, capture comments, notify owners, and preserve audit trails.
Operating path
Requests route by amount, vendor, location, role, and approval rules with a decision record.
AI/product layer
Summarize evidence, identify the right approver, and draft the approval rationale.
Reusable improvement
Repeated exceptions become clearer thresholds, routing rules, and policy notes.
Workflow
The sequence becomes explicit.
Request submitted
Rules applied
Approver notified
Decision captured
Requester updated
Audit trail stored
Capabilities
What the system needs.
Approval matrix
Amount thresholds
Comment capture
Notifications
Audit trail
Exception dashboard
Connected tools
Where the system fits.
Custom workflow appERPEmailSlackTeamsDashboards
Implementation path
Faster approvals with stronger control.
Step 1
Map request types
Step 2
Define approval rules
Step 3
Build decision and notification flow
Step 4
Test exception cases
Design Approval Logic
Tell us where this work currently breaks. We will map the first useful AI/product build path.