Normal workflow
Requests route by amount, vendor, location, role, and approval rules with a decision record.
Use case
Purchase Approval Workflow
Approvals vary by person, amount, location, and vendor without a clear system.
Workflow model
Normal workflow first. AI assistance only when the path breaks.
Where the workflow breaks
A purchase sits between thresholds or needs context that the rule table does not capture.
What AI prepares
Summarize evidence, identify the right approver, and draft the approval rationale.
What humans approve
Spend approval, vendor exception, and policy override decisions stay with humans.
What becomes a reusable rule
Repeated exceptions become clearer thresholds, routing rules, and policy notes.
Why status quo fails
Manual coordination cannot create reliable control.
Approval rules are remembered, not enforced.
Comments are scattered across chats and emails.
Purchase status is unclear to requesters.
Audit history is weak when decisions are questioned.
Workflow Layer
The workflow becomes a controlled sequence.
Route approvals by rules, capture comments, notify owners, and preserve audit trails.
Request submitted
Rules applied
Approver notified
Decision captured
Requester updated
Audit trail stored
Core features
What the system needs to do.
Approval matrix
Amount thresholds
Comment capture
Notifications
Audit trail
Exception dashboard
Connected tools
Tools that can participate in the flow.
Custom workflow appERPEmailSlackTeamsDashboards
Expected outcome
Faster approvals with stronger control.
Implementation
Map request types
Implementation
Define approval rules
Implementation
Build decision and notification flow
Implementation
Test exception cases
Next action
Design Approval Logic
Tell us where this workflow currently breaks. We will map the AI assistance, approval gates, and first build path.