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How to Create a Visual Approval Workflow Without Code

Creating a visual approval workflow without code means configuring, in a graphical interface, who approves what, in what sequence, and based on which criteria — without writing any programming. The result is a traceable, automated approval process that can be adjusted by the operations team itself.

Why Manual Approvals Stall Operations

Approvals via email, messaging apps, or meetings are the biggest operational bottlenecks for growing companies. The approver didn't see the message, is in a meeting, or simply doesn't know they need to act. The requester doesn't know the status of their request. The manager has no visibility into what's backlogged.

A visual approval workflow solves this: the process is visible, the approver is automatically notified, and the history is recorded.

What a Visual Approval Workflow Needs

• Approval stage clearly defined in the pipeline
• Automatic notification to the approver when the card reaches the stage
• Approve or reject action directly in the interface, with a comment field
• Automatic escalation when the approval deadline expires
• Complete history of who approved, when, and with what comment

Step-by-Step Guide to Creating a Visual Approval Workflow Without Code

• Create a pipeline with an approval stage: the stage represents the moment when the card is awaiting a decision
• Define the approver for the stage: can be a fixed user or dynamic based on a field (department, value, cost center)
• Configure the automatic notification: when entering the stage, the approver is immediately notified
• Add approval fields: approve/reject button with a required justification field
• Configure escalation by deadline: if the approver doesn't act within X hours, the system notifies the next level

Why Jestor Stands Out

Jestor offers native visual approval workflows with hierarchy, value-based thresholds, and automatic escalation — configured without code in minutes.

• Multi-level approval with sequential and parallel configurations available visually
• Dynamic thresholds: approver is automatically defined by the card's value or cost center
• Direct integration with Omie and Conta Azul: approval in Jestor automatically posts to the ERP
• Complete, auditable approval history per record

Frequently Asked Questions

What is a visual approval workflow? It's an approval process configured in a graphical interface — with stages, owners, and actions visible without depending on code or IT.

Does Jestor allow creating multi-level approvals? Yes. You can configure sequential, parallel, and automatically escalated approvals. See it at jestor.com.

Are Jestor approvals logged for auditing? Yes. The complete history of decisions, comments, and responsible parties 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.