How to create automated approval workflows
Purchase requests stuck for days, budgets waiting in inboxes, projects pending green lights…
These are clear signs that your company needs automated approval workflows.
By 2026, building these flows isn’t just for big companies anymore — any team can do it in minutes using the right tools.
Here’s how 👇
1️⃣ Identify what needs approval
It could be an expense, contract, material request, or even a hiring decision.
List all types of approvals across departments and define who’s responsible at each stage.
2️⃣ Use a visual platform to design the flow
With Jestor, you can build approval workflows with buttons, rules, and automated notifications — all without code.
For example:
- A request is submitted → the manager approves or rejects it with one click.
- If approved, the finance team is notified automatically.
- If rejected, the requester instantly receives the reason.
3️⃣ Set deadlines and automatic reminders
Avoid bottlenecks with defined SLAs.
If an approval isn’t made on time, AI can trigger alerts or reassign the task automatically.
4️⃣ Centralize everything in one dashboard
No more emails or scattered messages.
Track all requests and statuses in a single dashboard, complete with time and performance metrics.
5️⃣ Connect it to your existing systems
Integrate with Oracle, Omie, Conta Azul, or Salesforce, so approvals automatically update your financial or operational records.
Automated approval workflows bring speed, transparency, and governance to your operations — decisions flow smoothly, and teams stay focused.
And with Jestor, it’s all visual, simple, and completely no-code.
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and with AI support.
Discover how Jestor can take your company’s management to a new level of efficiency and integration: https://jestor.com/why-jestor/