Route documents through multi-level approvals automatically

Documents submitted through a form move through the right approvers automatically, with emailed approve or reject links.

How the work actually flows

It repeats. Repeat for next approver; a person has to approve before it continues.

Pattern: Structured Loop (21)

flowchart TD trig>"document submitted for approval"]:::trig s0(("send approval request to approver")):::human s1[("log approval decision")]:::store s2["advance to next level"]:::task trig --> s0 s1 --> s2 hg(("approver approves or rejects")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 lp{"approval levels exhausted or rejected"}:::gate s2 --> lp lp -. "repeat for next approver" .-> s0 lp -->|"finished"| out out[/"document approved with audit trail"/]:::out pay{{"faster approvals with full accountability"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personA record or sheetRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsAPI & Webhook IntegrationSurvey & Feedback
Connects
SupabaseGmail

The problem it solves

Chasing down the right people to approve a document means tracking who's next, sending reminder emails, and manually logging every decision. Approvals can stall for days when a document sits in someone's inbox unnoticed. Without a clear record, it's hard to prove who approved what and when if anyone ever asks.

Who it fits

Teams that need structured, auditable approval chains for policies, contracts, or other documents.

How it works

  1. A document is submitted through a form
  2. It's saved and matched to the correct approval level and list of approvers
  3. Each approver gets an email with one-click approve or reject links
  4. The decision is logged and the document moves to the next approval level
  5. Once all levels are complete, the process finishes with a full audit trail
What you get

Approvals that move without a single follow-up email

Every document you submit moves through the right approvers in order, and each one gets a simple email link to approve or reject it.

What you get

A fully approved or rejected document with a complete audit log of every decision and approver.

What you need

A Supabase account and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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