Automate Approval Workflows
Route approvals to the right people automatically — with full audit trail.
Approvals that move
Shorter cycle time
Requests reach the right approver immediately and escalate when they stall, instead of waiting in an inbox.
Authority enforced
Policy compliance
Delegation of authority is applied by the workflow rather than depending on requesters knowing the limits.
Decisions on record
Audit readiness
Who approved what, at which threshold, and when — captured for every request.
One governed workflow across systems that never talked.
- Who it's for
- Operations, finance, and HR teams running approval chains that currently live in email and depend on people responding.
- What it does
- A governed approval layer that resolves approvers from policy, collects decisions, escalates stalls, and records outcomes.
- Systems involved
- The systems that raise and act on requests — connected through the REST Client, with dedicated activities built on request.
- How it stays governed
- Delegation of authority in decision tables, scoped approval rights, and a complete record per request.
What this looks like today
The friction that makes this workflow expensive to run by hand.
Stalling
Requests wait on unread email
An approval sits with someone on leave and there is no visibility into where it is or when it will move.
Authority
Limits applied inconsistently
Who must approve what depends on the requester knowing policy, so thresholds get bypassed without anyone intending to.
Evidence
The decision trail is an inbox
Proving an approval happened means finding an email, which is a weak foundation for a financial or access control.
The workflow
How Koodisi runs it
Koodisi automates approval workflows across finance, HR, and procurement — routing requests to the right approver, collecting decisions, and triggering next steps automatically.
Accept requests from anywhere
Forms, business systems, and other workflows submit into one approval process, so policy is applied the same way regardless of origin.
Webhook and scheduled triggers over the REST Client.
Resolve the approval chain
A decision table applies delegation of authority to value, category, and requester, producing the required chain rather than relying on the requester to name it.
Thresholds live where policy owners can change them.
Collect decisions in sequence
Each approver receives the request with the context to decide, and the workflow waits rather than proceeding on assumption.
Each decision and decider is recorded.
Escalate what stalls
Requests that sit beyond their threshold escalate to a delegate or the next level automatically, so absence does not become a blockage.
Escalation timing defined alongside the authority rules.
Act on the outcome
Approved requests trigger the work they authorise; rejected ones return with the reason attached rather than silently ending.
Retry policies cover transient failures; writes are confirmed.
Record the decision trail
Each request retains what was asked, which rule applied, who decided, and when — evidence that exists without being assembled.
Execution logging with before and after state.
Connectivity
The systems in this workflow
Koodisi orchestrates the platforms this workflow touches — through the REST Client today, and through a dedicated activity whenever you need one.
The capability underneath
Every workflow above is assembled from the same governed building blocks — which is why connecting one more system is a day of work, not a project.
Connect to anything
- REST and webhook connectivity with managed authentication (4 activities)
- Secure file transfer over SFTP (5 activities)
- Direct database reads and writes (4 activities)
Move and reshape data
- Translate between CSV, JSON, XML, and fixed-width formats (6 activities)
- Field-level mapping between systems that model data differently
- High-volume batch processing with per-record tracking (7 activities)
Decide and protect
- Decision tables for approval and routing rules your team can read
- Encryption, hashing, and signature verification on sensitive fields
- Retry policies, error handling, and full execution logging
Business systems connect through Koodisi’s REST Client, and our team builds dedicated activities for the ones you depend on — typically within a day of you asking.
Request a system →Governance
Automated, but still under control
Every run is authorised, recorded, and observable — the part that decides whether automation survives an audit.
Delegation of authority in a table
Thresholds by value, category, and requester live where policy owners can review and change them without engineering.
Approval rights scoped
Permission scopes ensure approvers act within their authority and cannot alter the thresholds that govern them.
Every decision recorded
The request, the rule applied, each approval, and the outcome are captured as one record.
Sensitive detail masked
Personal and commercial values in requests are masked in logs so approval records stay reviewable.
Credentials in Key Vault
Connected system credentials are stored in Key Vault and referenced at run time.
Visible where it waits
Traces show which approver a request is sitting on, so chasing is targeted rather than broadcast.
Tools used in this workflow
Ship integrations faster. Operate them without chaos.
Less time on auth, retries, and deployment scripts. More time on the integrations your customers are asking for.
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