Internal Approvals & Workflows

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  2. Internal Approvals & Workflows

Automate multi-step approval processes with intelligent routing, conditional logic, escalations, and real-time tracking.

RoundInfinity's Internal Approvals & Workflows eliminates bottlenecks by automating approval routing based on rules, amounts, types, and departments. Design complex approval chains with conditional logic, parallel approvals, sequential approvals, and automatic escalations when approvals are delayed.

Approvers can take action via email, mobile app, or web portal. Delegation, reminders, and escalations are built-in. Track approval metrics, identify process inefficiencies, and maintain complete audit trails for compliance.

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Multi-Step Approval Workflow Example Purchase Request: $25,000 • Sequential + Parallel Approvals Request Submitted 📝 John D. (Requester) Purchase: $25,000 ① Manager ✓ Sarah M. (Direct Mgr) Approved in 2h ② Dept Head ✓ Mike T. (IT Head) Approved in 6h ③a Finance ✓ Lisa K. (CFO) Approved in 4h ③b Procurement ⏳ Tom R. (Procurement) Pending • 2d elapsed ④ Final Approval ⏸ CEO (if Finance + Proc) Awaiting prior steps Approval Queue Dashboard Pending My Approval (Tom R.) Purchase Request PR-2025-148 • $25,000 Requested by John D. • IT Dept • Pending 2 days ⚠ Reminder sent • Escalates in 1 day ✓ Approve Travel Approval TA-2025-052 • $1,200 Requested by Sarah M. • Sales Dept • Just submitted → Review Team Metrics 18 Pending 142 Approved MTD 4.2h Avg Time 3 Escalated 12 Delegated 94% On-time Rate $2.4M Approved Value MTD
Visual Workflow Designer
Drag-and-drop builder for creating multi-step approval workflows with conditional logic, parallel paths, and decision trees.
Conditional Routing
Route approvals automatically based on amount thresholds, request types, departments, locations, or any custom business rules.
Parallel Approvals
Enable multiple approvers to review simultaneously with all approvals required, any approval sufficient, or majority voting logic.
Sequential Approvals
Set up multi-level approval chains that must be completed in order with each step dependent on the previous approval.
Delegation & Substitution
Allow approvers to delegate authority temporarily to others during vacations or absences with full audit trails.
Mobile & Email Approvals
Approve or reject requests directly from mobile app, email, or web portal without logging in — one-click action links.
Reminder Automation
Send automatic reminders for pending approvals with configurable reminder schedules and escalation triggers.
Escalation Rules
Auto-escalate to next approval level or manager if approval is delayed beyond defined thresholds with automatic notifications.
Approval Analytics
Track approval times, bottlenecks, approval rates by person/department, and decision patterns with detailed dashboards and reports.