Request and document intake
Collect requests and documents.
WORKFLOW AUTOMATION · Operations & Supply Chain
Make every internal approval request traceable.
Capture internal requests, route them through the appropriate approval matrix and retain an auditable decision trail.
- Collect requests and documents.
- Route by approval matrix.
- Record decisions and revisions.
Tell us what you need; we will define the scope and setup steps with you.
★★★★★Explore customer experiencesBusiness Request & Approval AutomationExample workspace
Route an internal request to the right authorityIllustrative workspace
A spending request exceeds the first approval limit
1
InputRequest fields, spending limit and approval matrix
2
Action / checkCheck missing information and the required authority level
3
OutputA reasoned request routed to the higher approver
Request and document intake
Approval matrix routing
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Approval matrix routing
Route by approval matrix.
Decision and audit trail
Record decisions and revisions.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
An employee requests equipment
- 01THE NEED
An equipment purchase request gets stuck in an email chain without a clear approver.
- 02AI APPROACH
Capture the request and attachments, assign the authorized approver and track each decision step.
- 03NEXT STEP
Deliverable: Business request approval history. Success metric: Approval cycle time.
SELECTED USE CASE
An approval exceeds an owner's limit
- 01THE NEED
A new request exceeds the first manager's spending authority.
- 02AI APPROACH
When a request exceeds the approval threshold, escalate it to the required level rather than treating a lower approval as final.
- 03NEXT STEP
Deliverable: A request escalated to the authorized level with its decision history.
CUSTOMER EXPERIENCES
Experiences from our customers.
Hear from customers using the product in their business workflows.
★★★★★
It automatically routes expense and purchase approvals according to the company hierarchy; documents waiting for signatures are a thing of the past.
Metin GündüzGlobal Lojistik
★★★★★
By persistently nudging the relevant managers with smart notifications for urgent raw-material approvals, it reduced the process from 2 days to 20 minutes.
Belgin SertÜretim Plastik A.Ş.
The experiences shared reflect each customer’s individual project scope.
OTEMATIK · NEXT STEP
Adapt this workflow to your business.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Business requests disappear in chat threads without clear approval owners or deadlines.
Source and need
An equipment purchase request gets stuck in an email chain without a clear approver.
Can approval chains match our policies?
Yes. Request type, amount, role and exception rules can follow your approval matrix.
What is included in the scope and outputs?
Deliverable: Business request approval history. Success metric: Approval cycle time.
Deliverable: A request escalated to the authorized level with its decision history.
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Business request approval history.
internal request forms, approval matrix and workflow tracker
Which steps belong to AI and your team?
Rules and workflow
Capture the request and attachments, assign the authorized approver and track each decision step.
Proposed output
Deliverable: Business request approval history. Success metric: Approval cycle time.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What data and systems are needed for request and document intake?
Setup reviews access to internal request forms, approval matrix and workflow tracker. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.