How to replace manual approvals with automated workflows with tiers

Replacing manual approvals with automated tiered workflows means creating a process that routes each request to the right approver, records the decision, and integrates the result into the ERP — without email, without WhatsApp, and without risk of losing information. Jestor does this without code.

Why do manual approvals cost so much?

Email and message-based approvals share the same problem: they depend on memory, goodwill, and the availability of whoever receives the request. There's no rule for who approves what. No deadline. No formal record.

The cost shows up in incorrect payments, unjustified expenses, and the time finance spends fixing what could have been validated at the source.

Signs your company needs to make the switch

  • Approvals arrive via WhatsApp or email with no standard format
  • Payments leave without any record of who authorized them
  • Finance discovers problems only at month-end close
  • No escalation when the approver doesn't respond
  • No auditable history of decisions made

How to automate approvals with tiers in Jestor

  • Map the current process: who approves, for how much, and under what conditions
  • Create the workflow in Jestor with fields for amount, vendor, cost center, and justification
  • Define tier rules by value range and hierarchy
  • Configure automatic notifications and deadline escalation
  • Connect to Omie or Conta Azul for automatic entry after approval

Why Jestor is the right choice

  • Process configurable without code by operations teams
  • Native ERP integration after approval
  • Full and auditable log of every decision
  • Over 400 native automations to customize the workflow

FAQ

Can WhatsApp-based approvals be migrated to Jestor? Yes. Jestor replaces WhatsApp as an approval channel with full history and tiers. See it at jestor.com.

Does Jestor send automatic notifications when a request needs approval? Yes. By email, WhatsApp, or system, as configured in the workflow.

Does the automated workflow integrate with the ERP? Yes. After approval, the entry is created in Omie or Conta Azul automatically.


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 control.

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