Operations automation

Automate Document Approval Workflows

Documents reach the right approver instantly. AI handles routing, reminders, and escalation so nothing sits in someone's inbox for days.

Time savings

Task	Manual	Automated
Routing documents to approvers	15 min/document	Instant
Follow-up on pending approvals	10 min/day per document	Automatic
Tracking approval status	20 min/day	Real-time dashboard
Archiving approved documents	5 min/document	Instant

Submit document
Automated

Employee uploads a document to the shared drive or submits via form with metadata (type, priority, department).
Route to approver
Automated

Agent determines the correct approver based on document type, amount, and organizational rules.
Notify approver
Automated

Approver receives a notification via Slack or WhatsApp with document link and context summary.
Review and decide
Human

Approver reads the document and approves, rejects, or requests changes.
Process decision
Automated

Approved documents move to the next stage or archive. Rejected documents return to the submitter with feedback.

Route documents to the correct approver based on type, value threshold, department, and custom rules.

Automated follow-ups for pending approvals. Escalate to the next level after a configurable timeout.

Real-time view of all pending, approved, and rejected documents across the organization.

Approve or reject documents via WhatsApp reply or Slack button. No need to open a laptop.

Approved documents are automatically filed in the correct Google Drive folder with metadata tags.

Complete log of who submitted, approved, rejected, and when. Ready for compliance audits.

Can approvers act via WhatsApp?

Yes. Approvers receive a summary with a document link and can reply with "Approve" or "Reject" directly in WhatsApp.

Does it support multi-level approvals?

Yes. Configure sequential or parallel approval chains. For example, department head first, then finance director for amounts above a threshold.

What if an approver is out of office?

The agent detects out-of-office status and routes to the designated backup approver. Configurable per role.

Can it handle different document types?

Yes. Configure separate routing rules for purchase orders, leave requests, contracts, policies, and any other document type.

Set up automated approval workflows for your team.