CG TECH

Challenges

Automate Approval Workflows

Stop chasing sign-offs by hand.

Approvals often sit in inboxes and chat, slowing work down and leaving no clear record. We automate them so they move fast and stay tracked.

The problem

What goes wrong with manual approvals?

Requests get lost, people forget to respond and no one can see where things are. Work stalls and accountability slips.

Route requests to the right people

Requests go straight to the right approver, in the right order.

Send reminders and track status

Automatic reminders and a live view of where each request sits.

Keep a clear record for audit

Every step logged, so the trail is clear when someone asks.

The impact

What manual approvals cost you

Slow approvals hold up real work and real people. A new contractor cannot start, an order cannot be placed, a customer waits. Staff spend their time chasing and re-sending instead of doing the job. When an auditor asks who approved what and when, the answer takes days to piece together. And every delay quietly chips away at how the business is seen.

Work held up waiting on a sign-off

Jobs stall in inboxes while everyone waits on one approval.

Staff time lost to chasing approvals

People spend hours following up instead of doing the work.

No clear record for an audit

When an auditor asks who approved what, the trail is thin.

How we help

We make approvals move fast and stay tracked

Approvals should not live in inboxes and chat. We automate them so requests go to the right person, move quickly, and leave a clear record behind.

01

Map the approval

We map who needs to approve what, in which order, and where the current process gets stuck.

02

Route automatically

We send each request to the right person automatically, with the detail they need to decide.

03

Remind and track

We add reminders and a live view of status, so nothing is forgotten and everyone can see where it is.

04

Record for audit

We keep a clear, time-stamped record of every decision, so you can show how and when it was made.

The result: approvals that move in hours, not weeks, with a record you can stand behind.

Customer Spotlight

How we did this for an energy provider

An energy provider needed to onboard contractors quickly while meeting strict privacy and compliance rules. We built a Power Platform solution with automated approval workflows, made sure it handled personal data correctly, and supported the team through hypercare so it ran smoothly from day one.

The outcome

Contractor onboarding that moves in hours

Approvals routed to the right people

Privacy and compliance handled by design

A clear record for every decision

Trust and governance

Safe by design

AI is only useful if you can trust it. We build automation and agents you can stand behind in an internal review or in front of a regulator. We design for Australian data and privacy expectations, which matters most in government, health, education and financial services. Your data is never used to train public models.

Controls we build in

  • Identity controls
  • Least-privilege access
  • Clear data-handling rules
  • Audit logs
  • Human handoffs

Other examples of our work

What good looks like

A few of the problems we have helped teams solve.
Questions we hear a lot

Common questions about approval automation

What is an automated approval workflow?

It is a sign-off that moves itself. Instead of sitting in inboxes and chat, a request goes to the right approver, chases them if needed, records the decision and moves on. Approvals often slow work down and leave no clear record, and automating them fixes both.

What approvals can be automated?

Most multi-step sign-offs: invoices, purchase orders, leave, document approvals and onboarding steps. We automate the routing and reminders and keep people in charge of the decision.

Will managers still be in control?

Yes. Automation handles the chasing and routing. The person still approves, often with one tap, and overdue items escalate automatically.

How quickly can we see results?

Often quickly. We start with one approval process end to end, so you see time saved before committing to more.

What happens if the approver is away?

You decide that up front. Approvals can escalate after a set time, pass to a delegate, or go to a whole team so whoever is available can act.

Can approvals change depending on the amount or the type of request?

Yes, and usually they should. Rules based on value, department or risk mean small routine items move quickly while the ones that matter still get proper attention.

What do we need in place before we start?

A clear picture of who actually approves what today. Most of the work in these projects is agreeing the rules, not building them.

Is there a record of who approved what?

Yes. Every step is logged with who acted and when, which is usually a bigger improvement than the speed for anyone who has had to reconstruct a decision after the fact.

Ready when you are

Tell us the problem. We will bring the plan.

Start with a discovery session. You leave with clear, prioritised next steps, not a sales pitch.

What to expect

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