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Solution

Approvals & workflow automation

The routine handoffs and sign-offs — running automatically, with deadlines instead of inbox chasing.

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Why it matters

Approvals sit in inboxes with no deadline, the same data is entered in several places, and work waits on someone remembering to pass it along.

  • Approvals stuck in inboxes with no deadline
  • The same data entered into several systems
  • Handoffs depend on someone remembering
  • No record of what was approved, by whom, when
What's included

Everything you need, configured to you.

Approval flows

Structured sign-off with the right approvers, deadlines and escalation.

Cross-module handoffs

Work moves between CRM, finance and HR automatically.

Costing & cashflow sign-off

Replace emailed spreadsheets with tracked, auditable approvals.

Audit record

Every approval timestamped and attributed.

How it works

From first call to live.

01

Find the seams

Where work waits on a person or gets re-entered.

02

Design the flows

Each handoff and sign-off modelled with owners and deadlines.

03

Build & connect

The automations are wired across your systems.

04

Monitor & refine

We watch them live and tune as your process changes.

Key capabilities
  • Approval chains with deadlines & escalation
  • Cross-module data handoffs
  • Costing and cashflow sign-off
  • Timestamped approval audit trail
  • Monitoring and optimisation
In practice

Sign-off that doesn’t sit in an inbox

Costing approvals lived in emailed spreadsheets with no deadline. We replaced them with a structured approval flow, with escalation and a full audit trail.

Approvals move on a clock, everyone sees where a request is, and there’s a record of every decision.
FAQ

Common questions.

Yes — flows include deadlines and escalation so nothing stalls indefinitely.

Your next step

One call. A clear plan. No pitch deck.

Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.

connect@1base.io