Email & approval automation
Requests are copied between inboxes and spreadsheets.
This is an illustrative design, not a deployed client case study.
THE APPROACH
A practical starting point.
A proposed workflow captures requests, prepares a draft, and routes approval.
- Capture request details and validate required fields.
- Prepare a draft response and route it to a person for approval.
- Record the approved action and make retries safe.
Before and after
Before: manual searching or repeated request handling. Proposed after: a guided workflow with human review and a traceable record.
Time savings and error reduction must be measured in a pilot against an agreed baseline.
NEXT STEP