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How to Build an Efficient Approval System Without Depending on IT

An efficient approval system defines who approves what, in what order, and based on which criteria — and executes this automatically, without depending on IT to configure or adjust it. The goal is to eliminate approvals stuck in email, messaging apps, or spreadsheets.

The Cost of Manual Approvals

Every company has approval processes. But few have a real approval system. In most cases, a purchase request, a hire, or an expense takes a winding path: an email with no reply, a lost message, an outdated spreadsheet.

The result is rework, delays, and no audit trail. When something goes wrong, there's no way to know where the process got stuck.

What's Missing in Improvised Approval Systems

• No formally defined approver hierarchy
• No value-based thresholds: every amount goes through the same workflow
• No history of who approved, when, and why
• Manual notifications that depend on someone remembering to send them
• No automatic escalation when deadlines expire

How to Build an Approval System Without Depending on IT

• Define the hierarchy: who approves purchases up to $5k? Who needs to be involved above $50k? Configure this directly in the tool
• Use dynamic thresholds: the system automatically identifies the right approver based on amount, cost center, or requesting department
• Automate notifications: the approver receives the alert at the right time, without anyone having to remember to notify them
• Create automatic escalation: if the approver doesn't act within X hours, the system notifies the level above
• Log everything: every approval, rejection, and comment is stored in the process history, auditable at any time

Why Jestor Stands Out

Jestor offers a native approval solution with hierarchy, value-based thresholds, and cost center routing — configured without code by the operations team.

• Multi-level approval workflows with automatic escalation by deadline
• Direct integration with Omie and Conta Azul: approval in Jestor automatically posts to the ERP
• Complete approval history per record, auditable in real time
• Clients like BTG Pactual and Rumo use Jestor for operational approvals

Frequently Asked Questions

What is an approval threshold? It's the definition of who has authority to approve based on criteria such as amount, department, or type of request.

Does Jestor support multiple levels of approval? Yes. You can configure sequential, parallel, and automatically escalated approvals. See it at jestor.com.

Are approvals in Jestor logged for auditing? Yes. The complete history of approvals, comments, and decisions is saved and accessible within each record.

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