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Glossary · Updated Sep 24, 2026

Approval workflow

An approval workflow is a defined sequence of steps that routes a request, document or transaction to the right person for review and sign off before it takes effect.

Approval workflows show up anywhere a business wants a second set of eyes before something happens: a purchase order over a set amount, a new supplier, a contract or a refund. A good design routes each case to the person who actually has the context and authority to decide, and it escalates automatically if nobody responds within a set time.

The common mistake is routing every request to one person regardless of size or risk, which turns approval into a bottleneck and trains people to approve without reading. A better design sets a threshold, such as segregation of duties between the person who requests something and the person who approves it, and reserves close review for the cases that actually carry risk.

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