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Choose the work. Follow the handoff.

See what AI prepares and people confirm. Then start a conversation about your own workflow.

Choose the work that consumes the most time

Your choice updates the AI role, outputs, and the decisions that stay with people.

Hand repeated actions to AI. Keep important decisions with people.

WORK HANDOFF
Incoming workLet AI screen routine requests so approvers only review exceptionsAI Approval Specialist
1

AI organises and advances

Check missing documents, limits, duplicates and process gaps—then send exceptions to a human.

2

Owner confirms

The company sets the rules, thresholds and processes AI may handle. Without explicit authorisation, AI recommends but never approves on someone’s behalf.

Important decisions stay with people
3

What each run leaves behind

  • A pre-check result for each request
  • A clear exception reason and missing-item list
  • An organised approval queue and action record
Illustrative business sceneAn approver reviewing an exception and missing attachment flagged by AI
Configurable solution

AI Approval Specialist

Where work breaks
Approvers repeatedly check the same required details, attachments, amounts, and routing. Routine requests consume their attention, while the unusual cases that need experience are easy to miss.
What this AI agent handles
It checks in-scope requests against company-approved rules: required information, attachments, amounts, duplicates and routing. It prepares routine recommendations and hands every exception to an authorised person.

About this caseIt can be tailored to the company’s current documents and approval rules. Payments and approval outcomes remain with authorised people.

Whichever depth you choose, delivery follows the same five steps.

Each step answers one clear question. Real use tells us when to continue, adjust, or pause.

  1. 01
    Bring one job

    Show us where it starts, who owns it today, where the information lives, and what finished looks like.

    What this step deliversConfirm whether it is worth solving and who needs to be involved.
  2. 02
    Choose one part

    Find the step that gets missed, repeated, or delays customers and colleagues, then agree what AI does and what people decide.

    What this step deliversCreate a first step that is clear enough for the team to understand.
  3. 03
    Let a team try

    Use real materials and everyday work. Colleagues quickly reveal what helps, what feels awkward, and what should never be handed to AI.

    What this step deliversUse real feedback to judge whether it genuinely helps.
  4. 04
    Join daily work

    Once it works, connect the spreadsheets, systems, and communication tools the business already uses, with clear access and approvals.

    What this step deliversMake it a practical part of the team’s working day.
  5. 05
    Keep improving

    Business rules and information change. Keep improving from actual use before expanding to more workflows, teams, or regions.

    What this step deliversLet the approach grow with the business instead of stopping at handover.
Explore engagement scope

Bring one recent piece of work.

Describe how it works today. We will combine your note with the selected scenario into a message you can send.

Selected · AI Approval Specialist

Do not include passwords, customer lists, or other sensitive information. This site does not automatically submit or store this text.

Use company email instead

Copy the message and return to the service-account conversation, or confirm and send it through your email app.

Discuss this workflow
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