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WORKFLOW & APPROVALS

Workflow & Approvals designed for growing teams

Turn workflow & approvals records, decisions and follow-up into a workspace the team can use and review.

Add Workflow & Approvals to my plan
WORKFLOW & APPROVALS WORKSPACELIVE PREVIEW
TODAY'S WORK

Workflow & Approvals

1
Approval Workflow BuilderVisual drag-and-drop builder for custom multi-step approval chains.
NEEDS REVIEW
2
Multi-step ApprovalSequential or parallel multi-approver routing for any request type.
ON TRACK
3
Reminder AutomationScheduled reminders for pending approvals, renewals, and tasks.
ON TRACK
BEFORE THE SYSTEM

The work may look like this today

01

An approval in a direct message has no evidence or context.

02

Requests wait because the next owner is unclear.

03

Different amounts require different approval rules.

04

The team spends more time chasing status than completing work.

FEATURE CATALOGUE

7 capabilities to choose from

Start with essential capabilities, then see which subscription tier includes each one.

FEATURE 01

Approval Workflow Builder

Visual drag-and-drop builder for custom multi-step approval chains.

Advanced
FEATURE 02

Multi-step Approval

Sequential or parallel multi-approver routing for any request type.

Advanced
FEATURE 03

Reminder Automation

Scheduled reminders for pending approvals, renewals, and tasks.

Medium
FEATURE 04

Slack / Email Notification

Push notifications to Slack channel or email on key system events.

Medium
FeatureAvailabilityOnboardingIncluded in
Approval Workflow BuilderSubscriptionConfigured with your teamScale · Custom
Multi-step ApprovalSubscriptionConfigured with your teamScale · Custom
Reminder AutomationSubscriptionConfigured with your teamGrowth · Scale · Custom
Slack / Email NotificationSubscriptionConfigured with your teamGrowth · Scale · Custom
Request FormSubscriptionConfigured with your teamGrowth · Scale · Custom
Approval LogSubscriptionConfigured with your teamGrowth · Scale · Custom
Status TrackingSubscriptionConfigured with your teamStarter · Growth · Scale · Custom
MODULE WORKFLOW

How Workflow & Approvals works

01

Create one reliable record

Bring the information required by workflow & approvals into a clear shared structure.

02

Route the work

Assign owners, rules, reminders and evidence to each step.

03

Review and improve

Track status, decisions and exceptions before expanding the scope.

BUILT FOR THAI OPERATIONS

Configured for Thai operating requirements

Law, tax rules and filing formats can change. The implementation confirms the policy year and current process before go-live.

  • Configure Thai department names, roles and amount thresholds.
  • Require reasons and evidence for rejected requests.
  • Delegate approvals when the primary approver is unavailable.
  • Keep a timestamped history for every decision.
MODULE FAQ

Questions before choosing this module

Can we start with only part of Workflow & Approvals?

Yes. The builder helps you define a small first phase and add capabilities later.

Can existing spreadsheet data be migrated?

Yes. Field mapping, cleanup and migration volume are confirmed during discovery.

Will it work on mobile?

Core requests, approvals and record views are designed to work in a responsive browser.

Is the live subscription price final?

It is server-verified for the selected headcount, billing cycle and add-ons. A consultant confirms migration exceptions before activation.

BUILD YOUR FIRST PHASE

Add Workflow & Approvals to your subscription

Choose the capabilities you need and see a monthly price without creating an account.

Start in the builder