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Use Case — Approval Routing

Kill the approval bottleneck.

Multi-step approval chains are high-volume, rule-based sequences that your tools already have the data to handle. The agent evaluates the condition, routes to the right approver, escalates when overdue, and logs every decision — without anyone forwarding an email.

Approval Queue — Live
Contract: Portivo Q3 renewal Routed
PO: Equipment lease #447 Pending
Rate exception: Lane TX-SE Approved
Discount: Acme Corp 15% Escalated
Agent: 3 of 4 resolved without human input today

Five steps. No forwarded emails. No manual follow-up.

1
Trigger — request arrives

The agent monitors a designated channel — a Salesforce record change, a form submission, an email to a shared inbox, or a webhook from any tool. When a new approval request arrives, the agent starts the run immediately.

2
Evaluate — apply routing conditions

The agent reads the request data — deal size, requester role, department, urgency flag — and scores it against the conditions you defined. Which approver? Which tier? Which SLA? Conditions are plain-English rules you reviewed before deployment.

3
Route — notify the right approver

When confidence is above threshold, the agent sends the request directly to the correct approver via Slack DM, email, or your approval tool. No human decides who gets it — the agent already knows.

4
Escalate — overdue items surface automatically

If no response arrives within the defined SLA window, the agent escalates — re-notifying the approver, copying their manager, or routing to a backup approver. No one has to remember to follow up.

5
Log — full decision record

Every routing decision is logged: what the request was, which condition matched, which approver received it, what the outcome was, and how long it took. Export to CSV or push to your BI tool.

Agent logic (from your SOP)
if deal_value > 50000:
  route_to: vp_sales
  sla_hours: 4
elif deal_value > 10000:
  route_to: sales_manager
  sla_hours: 8
else:
  route_to: account_exec
  sla_hours: 24

on_sla_breach:
  escalate_to: regional_director
  notify_channel: #approvals-ops

confidence_threshold: 70%
below_threshold: route_to_queue

Results from pilot deployments.

23
Steps automated per approval chain

From trigger to logged outcome, no human touch required on the routing path

8 hrs
Per week reclaimed per ops lead

Time previously spent manually forwarding, following up, and re-routing requests

91%
Requests auto-resolved

Only 9% require human review — the edge cases the agent correctly identifies as uncertain

Paste your approval SOP. Have an agent running by end of day.