Workflow choice
- Pick one repeated approval that delays work every week
- Confirm the request source, approver, and final action
- Define what good completion looks like
Services Linkable checklist
Approval Workflow Automation Checklist
Approval workflow automation is one of the safest ways to adopt AI because people keep control over the important decision while AI handles the preparation and routing.
Context collection
- List the fields the AI must gather before review
- Flag missing or conflicting information
- Attach source links, files, or CRM records for the approver
Routing
- Send the request to the right approver based on value, risk, customer, or topic
- Set reminder timing and escalation rules
- Keep a fallback inbox for unclear requests
Execution
- Let the AI draft the email, update, ticket, or next step
- Require human approval before sensitive actions
- Log approved, rejected, and edited decisions
Measurement
- Track approval time, rework, skipped requests, and manual handoffs
- Review unanswered exceptions weekly
- Expand only after the first workflow is trusted
Next step
Want this checklist turned into a working system?
GOFTUS can map your current workflow, identify the approval and security points, and build the first automation around your actual tools.
See related service