Workflows, approvals and automation without code
Every request type gets its own path: who approves, which team executes, what conditions change the route. Repetitive work like routing, reminders, escalation and closure runs on "if… then…" rules your admin configures.
Workflow examples
Approval steps are highlighted.
- Manager approvalFrom the org chart
- IT reviewSpecs
- InventoryStock or purchase
- PreparationAsset record
- HandoverSignature
- Manager approvalBusiness need
- System ownerSequential
- Grant accessWith duration
- Notify userEmail and portal
- ManagerJustification
- Security reviewIf cloud software
- FinanceAbove threshold
- ProcurementLicense
- InstallRecord license
Approvals by request value
Move the slider to see how the approval chain changes.
Build an automation rule
Every rule has a trigger, a condition and an action.
Rule builder
Workflow and automation questions
Do workflows require a developer?
No. Steps, approvals and conditions are configured in the admin panel; we help design your first processes.
How do managers approve?
From email, mobile, the portal or inside the system, with comments.
What if the approver is on leave?
A delegate is used automatically, or the approval escalates after a set time.
Can rules loop or conflict?
Rules run in order, can stop further rules, and loops are prevented. Rules can be tested on past tickets before activation.
Clear processes for every request
We turn your paper or verbal processes into workflows.
- Map your current processes
- Approvals tied to your org chart
- Automation for repetitive work