How to structure approval workflows in a fast-growing company

Structuring approval workflows means defining clear rules about who approves what, in what order and with what criteria — and automating that path so it works without relying on email or WhatsApp. For fast-growing companies, this is an operational priority.

Why approvals break down as companies grow

In the beginning, everything goes through the founder or a central manager. That works while the operation is small. When the company grows, this model becomes a bottleneck: requests pile up, people wait for responses, and approvers lack enough context to decide quickly.

The main problems are:

  • Approvals handled over WhatsApp, with no record or history
  • No clarity on who has the authority to approve each type of request
  • Manual processes that depend on a single person
  • No visibility into what is pending, approved or rejected

What a structured approval workflow needs

  • Clear trigger: what starts the request (form, card created, stage reached)
  • Routing criteria: who approves depends on value, type, department or configurable rule
  • Hierarchical authority: high-value approvals automatically escalate to a higher level
  • Deadline and SLA: each step has a time limit with automatic alerts
  • Complete record: history of who approved, when and why

Why Jestor solves this

Jestor has a native Approvals module, designed for companies that need real control without depending on IT. Within the platform:

  • It is possible to create workflows with dynamic authority levels by value and cost center
  • Each approval is recorded with date, owner and comment
  • Automations trigger notifications, SLA alerts and post-approval actions
  • Native integration with Omie and Conta Azul allows an approval to automatically generate an entry in the ERP

Companies that adopted Jestor reported replacing up to 19 spreadsheets with standardized workflows — and gaining around 35% in operational efficiency.

Where Jestor stands out in approval workflows

  • Configurable authority levels by value, request type or department — no code
  • SLA with automatic alerts so no approval gets stuck
  • Auditable history of all decisions in a single place
  • Direct integration with ERPs so approval turns into a financial action automatically

How to apply it in Jestor

  1. Create a request form with the necessary fields (value, supplier, cost center)
  2. Configure the pipeline stages: Requested → In approval → Approved / Rejected
  3. Set automation rules: who gets the notification and based on what criteria
  4. Activate SLA for each stage with a deadline and expiration alert
  5. Connect to Omie or Conta Azul if the workflow involves payment

FAQ

Does Jestor allow multi-level approvals? Yes. It is possible to configure approval hierarchies by value, department or any rule in your business.

Do I need IT to set up an approval workflow in Jestor? No. The entire process is configured visually, without code, directly on the platform at jestor.com.

Is it possible to see which approvals are pending in real time? Yes. The Jestor dashboard shows all requests by stage, owner and time open.

With Jestor, you can automate workflows, connect departments and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and take your company's operations to a new level of efficiency and integration.

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