Approval Workflow Builder
Design a multi-step approval workflow with SLAs.
Designing how purchases or expenses get approved? Map a multi-step workflow with approvers, conditions and SLAs, then export a clear process β perfect before you automate it.
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About Approval Workflow Builder
Design a multi-step approval workflow with approvers, conditions and SLAs β for purchases, expenses, time off or any internal request. Reorder steps, set turnaround targets and export a clear process map.
How to use Approval Workflow Builder
- 1Name the workflow and its trigger.
- 2Add approval steps with approver, condition and SLA.
- 3Reorder steps and export the workflow.
Why use Approval Workflow Builder?
- βMapping purchase or expense approval flows.
- βDocumenting processes for new ops hires.
- βDesigning workflows before automating them.
Frequently asked questions
What is an approval workflow?+
A defined sequence of steps a request passes through to be approved β each with an approver, a condition (e.g. amount over a threshold) and a service-level target β before it can proceed.
How do I design an approval process?+
Start from the trigger, add the minimum necessary approval steps, attach conditions so only relevant requests escalate, set an SLA per step, and define what happens on rejection. Fewer, well-targeted steps move faster.
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