Approvals

Approvals, run on a platform you build yourself.

Collecta gives you a configurable approval engine for any operational decision. You define multi-step approval workflows routed by role, value or field, add budget-based escalation and auto-approval timers, and use a Claude-powered AI agent to summarize what is pending and where bottlenecks are.

The problem

Why approvals is hard today

Approvals happen over email and chat, so there is no record of who approved what, when, or why. High-value decisions skip the right reviewers, requests stall with no escalation, and auditors cannot reconstruct the decision trail.

How Collecta does it

Modules, automation & AI — working together.

Build the data model, automate the busywork, and reason over it all with the AI agent.

1

Define approval workflows triggered by a status change, record creation or field change on any module — purchases, change requests, time off, whatever you run.

2

Route steps by role, specific user or field value, with budget-based escalation (for example, spend above a threshold requires an additional approver).

3

Add auto-approve-after-N-hours and delegate/reject actions so requests never stall silently, with the full state tracked from pending to approved or rejected.

4

Ask the Claude AI agent to summarize all pending approvals, flag stuck requests, and explain why each one is waiting and on whom.

Benefits

What you get with Collecta.

One approval engine for purchases, changes, time off and more.
Routing by role, user, field value and budget threshold.
Escalation and auto-approval so nothing stalls silently.
Complete, immutable record of every approval decision.
AI summaries of pending approvals and bottlenecks.
Delegate and reject actions with full state tracking.
FAQ

Questions about approvals.

Yes. Approval workflows support budget-based escalation — for example, spend above a threshold requires an additional approver — alongside routing by role, specific user or field value.
You can configure auto-approve-after-N-hours and escalation so requests never stall silently, and approvers can delegate or reject, with the full state tracked from pending to resolved.
Yes. Every approval decision is recorded with actor, action and timestamp, so you have an immutable trail of who approved what and when for audits.

See approvals running on your data.

Book a demo and we'll build the module, wire an automation, and run the AI agent on your own approvals workflow.