Process management

Build and run approval processes for every app from one place.

Capabilities

12 capabilities in Process management

Drag approval steps, conditions, parallel branches and automated actions, previewing a sample document’s path before publishing.

Resolve approvers by department, reporting line, financial limit, record owner or role — no edit needed when people change.

Set a policy once and enforce it everywhere: spend limits, discount rules, mandatory attachments, two-person approval thresholds.

Ready policy sets for spend, purchasing, discounts, leave, data access and AI actions — adjust the thresholds to yours.

Delegate approval during leave or travel by period, document type and limit, with both delegate and delegator recorded on every decision.

Ready delegation profiles by role — CFO, department head, project manager — applied quickly when someone is away.

Deadlines per step, pre-deadline reminders, escalation on breach and a report of the steps that regularly jam.

60+ templates for purchasing, expenses, contracts, hiring, leave, price changes, asset disposal and more — use as-is or adapt.

Draft, live and version history; in-flight documents stay on the old version so nothing breaks mid-approval.

Insert API calls, notifications, record creation, an AI assistant run or a signature request inside the flow.

Average time per step, rejection rate, slowest approver and bottlenecks — the basis for shortening the flow.

Who approved, when, on which document version and why — kept permanently and exportable for audit.

Assistants on this app

Monitors approval queues, enforces SLA, analyzes rejections, and routes escalations to available approvers.

9 skills

AI Insight

Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
Receivable riskCustomers whose payment behaviour changes before they go overdue.
Budget varianceDepartments burning budget faster than the period elapsed.
Margin erosionProducts or customers whose margin drops unusually fast.
Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI