Example: prepare a purchase request for the right approver.
Turn “automate approvals” into a clear separation between preparing information, routing a request and authorizing a purchase.
Business context
Approvers receive requests without enough detail to make a decision. The first implementation should improve completeness and route requests using the organization's approved authority rules.
Defined behavior
Collect the requested item, business reason, supplier information and budget-owner reference. Check required fields and identify missing specifications. Use the approved routing matrix and retain the version applied to the request.
Review and exception handling
Authorized approvers accept or reject the request. A missing owner, conflicting policy or unavailable approver must follow a defined exception route. A generated summary does not grant spending authority.
Acceptance example
When a request lacks the information needed to determine its approval route, create a clarification item. Do not choose the nearest available approver or split the request to fit a lower approval threshold.
Useful evaluation
Measure returned requests, incorrect routing, missing justifications and time to a decision-ready submission. Keep approval quality separate from raw processing speed.
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