operations-adminfinance-quotes
Approval workflows
Decisions wait on unclear ownership and untracked email threads.
The manual reality
✕“Did anyone sign off?” moments before send
✕No log of who saw what version
✕Escalations are manual nagging
How DataFlight fits
Custom workflows with explicit states, reminders, and integration to chat/agents so drafts only advance when rules pass.
The flow
1
Artifact submitted
Proposal, quote, or policy change enters flow.
2
Rule check
Thresholds for value, risk, or role applied.
3
Approver notified
In-app/email with direct link to context.
4
Decision logged
Approve/reject with comment stored.
5
Downstream trigger
Next team or customer comms starts automatically.
Modules used
Knowledge Base Chat
Agentic AI Chat
Custom workflows (built by us)
Example output
Approval timeline with actors and artifact version IDs.
What changes
✓Predictable cycle times
✓Defensible audit trail
✓Less chasing in Slack