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What Is an Approval Process and How to Automate It

An approval process is the set of steps a request must go through before it is authorized and executed. This includes purchase orders, contracts, expense reimbursements, time-off requests, commercial proposals, and any decision that requires validation before action.

Why Approval Processes Stall Companies

Most companies still approve things via email, WhatsApp, or spreadsheets. The result is predictable: lost approvals, missed deadlines, rework, and decisions made without the right context. The more the company grows, the more this model slows operations down.

Automation fixes this by placing clear rules in place of an informal chain of messages.

What Companies Need to Solve

• Traceability: knowing who approved, when, and with what information
• Scalability: workflows that operate without depending on any single person
• Dynamic hierarchy: authorization tiers by value, cost center, or department
• Visibility: managers track status in real time without having to ask
• Deadlines: automatic alerts when an approval has been waiting too long

How Approval Automation Works

• The requester fills out a form with all the necessary information
• The system identifies who should approve based on predefined rules (tier, value, department)
• The approver receives a notification and accesses the request with full context
• Approval or rejection automatically triggers the next step
• Everything is logged with a full change history and audit trail

Why Jestor Stands Out in This Process

• Approval workflows with hierarchy and authorization tiers by value and cost center — configured without code
• Over 400 native automations: notifications, status updates, and integrations triggered automatically
• Native integration with Omie and Conta Azul — approved payables are posted directly to the ERP without intermediaries
• Native SLA: every approval has a tracked deadline with automatic alerts
• Clients like Rumo, Enforce, and Locaweb use Jestor for approval workflows in highly complex operations

FAQ

What is an authorization tier in approval processes? An authorization tier is the value limit or hierarchical level that defines who has authority to approve a given request.

How do you automate approvals without IT? With no-code platforms like Jestor, you can configure complete approval workflows without writing a single line of code.

What is the difference between manual and automated approval? In manual approvals, someone has to remember to forward and follow up. In automated ones, the system handles that with predefined rules, deadlines, and notifications.

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