Let AI screen routine requests so approvers only review exceptions
Check missing documents, limits, duplicates and process gaps—then send exceptions to a human.
- Work arrivesRequests and attachments
- AI preparesPrepare information and next actions
- People confirmReview the result and decide
It can be tailored to the company’s current documents and approval rules. Payments and approval outcomes remain with authorised people.
Explore this scenarioExplore the human–AI handoff
- The friction
- 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.
- AI's role
- 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.
- Human decisions
- The company sets the rules, thresholds and processes AI may handle. Without explicit authorisation, AI recommends but never approves on someone’s behalf.
- What takes shape
- A pre-check result for each request
- A clear exception reason and missing-item list
- An organised approval queue and action record
