Before it goes out
The discount your rep gave does not leave the building unseen.
Rules decide what needs a second pair of eyes. Everything else goes straight out, which is the point: approval should catch the exception, not tax every document.
Approvals
Rule: discount over 10% · total over $50,000
Northwind · Statement of Work
→ routed toPriya, Finance
AI summary for the approverThree phases, fixed price, Net 45. Discount is 4 points above policy.
01
Rules on the things that actually matter
Total value, discount percentage, document type or recipient domain. A document that trips a rule is routed before it can be sent; a document that trips nothing is not slowed down.
02
The approver gets a summary, not homework
Each request arrives with an AI-written summary of what the document commits you to, so an approver is reading a paragraph rather than a fifteen-page SOW at 6pm.
03
Decisions carry notes, and the inbox is one place
Approve or reject with a note. The approvals inbox is one queue rather than a thread in someone's email.
Plan: Team roles and approvals begin on Pro.