Approvals without the email forwarding chain.

• Rules in spreadsheets

  Approval matrix lives in three Excels. Nobody knows which is current.

  Process risk

• Escalation gaps

  Approver on leave. Request sits for 4 days. Customer escalates.

  SLA risk

• Channel fragmentation

  Approvers want WhatsApp; auditors want email; ops want Slack. Pick one, lose the other.

  Adoption risk

• No audit trail

  "Who approved the ₹3 lakh discount?" — nobody can answer.

  Compliance risk

• SLAs nobody owns

  Internal SLAs exist on paper. No timer, no breach alert, no consequence.

  Quality risk

• No-code rule builder — IF this THEN that, with conditions and time windows
• Approver delegation with auto-escalation on leave / inactivity
• Multi-channel delivery — WhatsApp, Slack, Teams, email, in-app
• SLA timers with breach alerts and auto-reassignment
• Approval chains (sequential / parallel / quorum)
• Audit trail on every action — actor, channel, response, reason

• No-code rules

  Plain-English builder. Conditions, branches, time windows.

• Multi-channel delivery

  WhatsApp + Slack + Teams + email + in-app. Approver picks.

• Audit-ready

  Every action logged. Channel, actor, response, reason.

• Rule builder

  Plain-English IF / THEN with conditions, branches, time windows.

  • Drag-drop builder
  • Conditions on any field
  • Sequential / parallel / quorum chains
  • Time windows + business hours
  • Test mode + dry-run

• Multi-channel delivery

  Approver picks the channel. Reply where they replied.

  • WhatsApp interactive buttons
  • Slack message actions
  • Microsoft Teams cards
  • Email with one-click approve
  • In-app inbox

• Escalations + delegation

  Approver on leave? Workflow continues — and the trail still names them.

  • Out-of-office delegation
  • Inactivity escalation (e.g. 4 hours)
  • Manager fallback
  • Quorum dropout handling
  • Reminder cadence

• SLA timers

  Timers per rule, per stage, per priority. Breaches surface in real time.

  • Per-stage SLA
  • Business hours / calendars
  • Breach alerts (WA + Slack + email)
  • Auto-reassignment
  • SLA dashboard

1. 1

   Trigger

   Discount request, leave, purchase order — anything raised in SoftDocket or via webhook.

   Rule matched

2. 2

   Route

   Rule engine picks approver(s), channel, and SLA. Delivered in seconds.

   Sent

3. 3

   Approve / reject

   Approver responds in WhatsApp / Slack / Teams / email. One-tap actions.

   Decision logged

4. 4

   Audit

   Every step logged with actor, channel, response, reason, timestamp.

   Audit ready

Escalations + delegations are part of the audit trail — not a side conversation.

• WhatsApp Business

  Channel

• Slack

  Channel

• Microsoft Teams

  Channel

• AWS SES

  Channel

• Twilio SMS

  Channel

• Webhooks

  Trigger

• Zapier

  Integration

• Make.com

  Integration

• Tally

  Finance

• Okta / Azure AD

  Identity

• Segregation of duties

  Requester ≠ approver. Maker / checker enforced at rule level.

  Mapped to SOX 404

• Step-up MFA on high-value

  Discounts > ₹X, payments, terminations trigger MFA before approval.

  TOTP + push

• Immutable action log

  Every approval, reassignment, escalation logged with full context.

  7-year retention

• Delegation transparency

  Delegated approvals name both delegator and delegate in the trail.

  Audit-friendly

Approval cycle time

-61%

From 38h to 15h median

SLA breach rate

-72%

Auto-escalation effect

WhatsApp approval rate

94%

Vs 41% email-only

Audit-ready actions

100%

Every step logged

Manual chasing deflected

-83%

Auto reminders

Rules live in 90 days

47 avg

Across enterprise rollouts

• SLA dashboard — by rule, stage, owner, business hours
• Approver leaderboard — response time, approval rate, overdue
• Channel mix — which channels actually get used
• Audit export — date range + filters + PDF for SOC / SOX / ISO

• “Our purchase approvals used to take 4 days. Now median is 15 hours, p95 is 36. CFO is happier than I've ever seen.”

  Srinivas Rao

  Director of Operations · Brigade Group

  Cycle -61%

• “WhatsApp approvals were the unlock. Our approvers stopped pretending they'd "get to email later".”

  Asha Pillai

  IT Head · Embassy Group

• “Compliance audit went from 6 weeks of evidence-collection to 6 hours. Every action was already logged.”

  Mohan Krishnamurthy

  VP Compliance · Sattva Group

  Audit prep -97%