Workflow & Approval Automation
Approvals and hand-offs that run themselves.
Connect the tools your team already uses and build multi-step approval chains — so approvals, hand-offs and follow-up actions happen automatically, not in someone’s inbox.
✓Approval chains✓Triggers & conditions✓Notifications✓Auto-actions✓Connected tools✓Full audit trail
TriggerNew requestPO #338 · EGP 6,400
SF
ApprovalManager · Sara F.
ApprovedOT
ApprovalFinance · Omar T.
ReviewingActionCreate POvendor notified
How it works
From trigger to done, without the chasing.
A request comes in, the workflow routes it, collects the approvals, runs the action — and logs every step. No inbox ping-pong.
Step 1
Trigger
Something happens — a request, a form submission or a status change.
Step 2
Route
Conditions decide where it goes and exactly who needs to act.
Step 3
Approve
The right people sign off — in sequence or in parallel.
Step 4
Act
The workflow takes over: create records, notify people, sync systems — with every step logged.
What you can automate
If it’s repetitive, it can run itself.
The hand-offs, sign-offs and data shuffling that eat your team’s day — handed to a workflow that never forgets a step.
Approvals
- Sequential & parallel
- Thresholds & rules
Hand-offs
- Between people
- Between teams & systems
Data entry & sync
- No re-typing
- Two-way sync
Notifications
- Email, WhatsApp, Slack
- Triggered automatically
Escalations
- Overdue & stuck
- Auto-reassign
Scheduled tasks
- Recurring jobs
- Reminders
Approval chains
Approvals that match how you actually sign off.
Sequential, parallel or conditional — build the exact chain your process needs, with thresholds, roles and delegation built in.
Sequential
One approver after another, in order.
ManagerFinanceDirector
Best for controlled, step-by-step sign-offs.
Parallel
Several people sign off at the same time.
RequestApproved
Legal
Finance
Ideal when multiple teams must review together.
Conditional
Rules decide who’s needed.
RequestOrder value?
> EGP 5,000Director
≤ EGP 5,000Auto-approve
Routes automatically by amount, type or status.
Connect your tools
Connect the workflow to the systems your team already uses.
The workflow engine sits in the middle — pulling from and pushing to the systems your team already uses, so every automation acts on real, live data.
ERP
CRM
Accounting
Email
WhatsApp
Database
Workflow engineAutomations
ERP
CRM
Accounting
Email
WhatsApp
Database
How we build it
Built around your process, not a template.
We don’t drop in generic software. We map how your team actually works, build the automation to fit — then refine it as you go.
1
Map your process
We sit with your team and map every step, rule and approver — exactly as it works today.
2
Build the workflow
We turn that map into a working automation: triggers, conditions, approval chains and actions.
3
Run & refine
It goes live, your team uses it, and we tune the rules as your process evolves.
Who it’s for
Built for teams that run on approvals and hand-offs.
Finance & procurement
Operations teams
HR & admin
Project & delivery teams
Sales & revenue ops
Legal & compliance
Multi-branch operations
Any team with repeatable workflows
Related solutions
Part of your operations stack.
Approval automation connects to the rest of how your business runs.
FAQ
Questions, answered.
Do we need to replace our current systems?
No. The workflow engine connects to the tools you already use — ERP, CRM, accounting, email and chat — and automates the steps between them, so you keep what already works.
Can approvals match how we actually sign off?
Yes. We build sequential, parallel and conditional chains with thresholds, roles and delegation — so requests route exactly the way your business already signs off.
What happens when an approver is unavailable?
Approvals can auto-delegate or escalate on rules you set — so nothing sits waiting on one person, and overdue steps get reassigned automatically.
Where do people get notified?
Wherever your team already works. Notifications go out over email, WhatsApp or Slack the moment an action is needed — no more chasing sign-offs in inboxes.
Can we see who approved what, and when?
Every trigger, approval and action is logged with a full audit trail — so you always have a complete, time-stamped record of how each request moved.
How long does it take to go live?
We map your process, build the workflow and pilot it with your team — then take it live and refine the rules as your process evolves.
Let us build it
Let’s automate your approvals.
Whether approvals are stuck in inboxes or hand-offs keep slipping, book a call and we’ll map out the right workflow for your team.