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Operations & Back-office·1–2 weeks·1–2 weeks

Document Approval Workflow

Replaces the chain of email forwards. Each document is read, classified, routed to the right approver chain by amount / cost-centre / department. Reminders, escalations and an audit log included.

Approval cycle time
−65%
Lost approvals
0
Audit readiness
100%
The problem

What this fixes.

  • Approvals lost in email forwards

  • Compliance can't prove who approved what

  • Approvers ignore unless poked manually

How it works

Three jobs, on rails.

Read

Classify intake

Detects type + cost-centre + amount on submission.

Route

Right approvers

Approval chains by policy — no manual forwarding.

Audit

Full log

Every approval timestamped + auditable.

From signed proposal to live

The path.

01

Map the policy matrix: dollar thresholds × document type × required approver.

02

Pick the intake channel (email mailbox or upload form) and the source-of-truth log.

03

Pilot on one document type for a month before expanding.

04

Add the audit-export pipe for the auditor before the next quarter close.

A real moment

One scenario, one outcome.

The scenario

A €38,000 PO lands in the intake mailbox at 17:42 on a Friday.

The outcome

Routed to the CFO (over €25k) and the head of ops (cost-centre owner) with the line items extracted. Both ping back on Monday at 09:00. Approved, signed, in the ERP by 09:30.

Engagement

Scoped on a call.

Delivery

1–2 weeks

Engagement model

Pilot → retainer

Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.

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