How to create dynamic approval workflows with tiered thresholds

Dynamic approval workflows with tiered thresholds are configurations where the person responsible for approving automatically changes based on the request amount, cost center, or department involved. With Jestor, it's possible to build this type of workflow without code, connected to your ERP and with automatic notifications via WhatsApp and email.

Why companies are looking for this

Every growing company faces the same problem: approvals become centralized in a few people, requests get stuck, and the process depends on WhatsApp messages or shared spreadsheets.

When approval thresholds are fixed and manual, any change requires rework. And without a system to manage this automatically, the manager becomes a bottleneck.

What's blocking approval workflows today

Approvals concentrated in a single person with no value-based criteria
No clear rules for each hierarchical level
Manual notifications via WhatsApp or email with no tracking
Lack of an auditable record of decisions made
ERP that doesn't support approval logic by threshold

How dynamic thresholds work in Jestor

The workflow detects the request amount and redirects to the corresponding approver
Each value range can have a different approver — manager, director, CEO
The cost center can change who approves, even within the same value range
Approvers are automatically notified via email or WhatsApp
After approval, the entry goes directly to the integrated ERP (Omie or Conta Azul)

Why Jestor solves this

Thresholds configured without code, with visual logic per stage and condition
Native integration with Omie and Conta Azul — no intermediaries
Complete history of each approval with date, responsible party, and amount
+400 native automations to notify, redirect, and record each step

FAQ

What is a dynamic threshold? It's a rule that automatically defines who approves based on the amount, area, or type of request.

Does Jestor allow multiple approval levels? Yes. It's possible to create workflows with two, three, or more hierarchical levels. Learn more at jestor.com.

Do I need code to configure thresholds in Jestor? No. All the logic is configured visually, without involving IT.

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 find out how to take your company's management to a new level of efficiency and integration.

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit