Approval workflows

Problem

Decisions wait on unclear ownership and untracked email threads.

Current process (pain)

• “Did anyone sign off?” moments before send
• No log of who saw what version
• Escalations are manual nagging

How DataFlight solves it

Custom workflows with explicit states, reminders, and integration to chat/agents so drafts only advance when rules pass.

Step-by-step 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.

Business outcome

• Predictable cycle times
• Defensible audit trail
• Less chasing in Slack