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Process automation

Approval workflows

Configure reusable, auditable business processes across sales, finance, and people operations.

01

Reservation approval

active

Trigger: Reservation created above $250,000

1Validate availability
2Branch manager approval
3Notify finance
4Start expiry timer
38 successful runs in the last 90 days
02

Leave approval

active

Trigger: Employee submits leave

1Check balance
2Direct manager approval
3People Ops review
4Update calendar
51 successful runs in the last 90 days
03

Discount approval

active

Trigger: Discount exceeds 3%

1Sales director approval
2Finance validation
3Update proposal
12 successful runs in the last 90 days
04

Overdue invoice escalation

draft

Trigger: Invoice overdue by 3 days

1Send reminder
2Notify account owner
3Escalate after 7 days
0 successful runs in the last 90 days