Decision Making and ApprovalsPurpose
1.2 Ensure applicants are consistently notified after a set period if conditions for approval are not fully met, minimizing manual tracking.
1.3 Streamline compliance monitoring and accountability by delivering automated notifications, reminders, or escalation emails.
1.4 Allow configurable follow-up intervals, templates, and escalations to match various regulatory and internal requirements.
1.5 Automate documentation of every notification for compliance and audit trails.
Trigger Conditions
2.2 Workflow automates on lapse of predefined days (e.g., 7, 14, 30) post-conditional approval.
2.3 Automator fetches pending conditions from database/API for targeted notifications.
2.4 Conditional trigger if required documents, fees, or actions are not yet completed by the applicant.
2.5 Escalation automatically scheduled to supervisor if applicant remains non-compliant after multiple reminders.
Platform Variants
3.1 Salesforce
• Feature/Setting: Process Builder or Flow automates task creation and outbound emails when criteria matched.
• Sample: Configure Flow for conditional approval stage; trigger Email Alert.
3.2 Microsoft Power Automate
• Feature/Setting: Scheduled cloud flows monitor SharePoint or Dataverse status and automate emailing via Outlook.
• Sample: Condition “Status = Conditional Approval”; action: “Send Email (V2).”
3.3 Twilio SMS
• Feature/Setting: Messaging API automates scheduled text reminders.
• Sample: Configure automation to send SMS to applicant on follow-up date.
3.4 SendGrid
• Feature/Setting: Scheduled Email API automates templated notifications.
• Sample: “/mail/send” API with dynamic templates scheduled by automator.
3.5 Slack
• Feature/Setting: Scheduled Incoming Webhooks and reminders automate internal escalation in channels.
• Sample: Automator posts to planning team when deadlines missed.
3.6 Google Workspace (Gmail/Calendar)
• Feature/Setting: Apps Script automates email scheduling and calendar invites for follow-ups.
• Sample: Script triggers sendEmail() and createEvent() after delay post-approval.
3.7 DocuSign
• Feature/Setting: Automated Envelope Status webhooks trigger next actions if incomplete.
• Sample: Configure Connect Service to automator for scheduled reminders.
3.8 Monday.com
• Feature/Setting: Automations recipes schedule reminders and status checks.
• Sample: “When status changes to X, notify Y after Z days” automation recipe.
3.9 HubSpot
• Feature/Setting: Workflows automate email sequences on deal/ticket status.
• Sample: Workflow “Deal stage is Conditional Approval”; wait 7 days; send automated email.
3.10 Zoho CRM
• Feature/Setting: Workflow automation for conditional stage triggers emails and tasks.
• Sample: Condition on “Stage = Conditional Approval”; scheduled action: “Send Email/Task.”
3.11 Asana
• Feature/Setting: Rules with timed follow-ups automate task reminders to stakeholders.
• Sample: “If custom field = Conditional Approval, remind after 7 days.”
3.12 Pipedrive
• Feature/Setting: Workflow automations schedule follow-up activities and emails.
• Sample: Automated activity scheduled when deal stage hits conditional status.
3.13 Airtable
• Feature/Setting: Automations or scripting block schedules and sends notifications.
• Sample: Script to find overdue conditionals and trigger email via Gmail integration.
3.14 Freshdesk
• Feature/Setting: Automator sends automated satisfaction or status reminders on ticket conditions.
• Sample: Scenario triggers on SLA expiry for conditionally resolved tickets.
3.15 Jira
• Feature/Setting: Automation rules schedule reminders for issues in conditional status.
• Sample: Scheduled rule “If status = Conditional Approval, send email after X days.”
3.16 Mailchimp
• Feature/Setting: Email API with triggers automates follow-up campaigns.
• Sample: Automated journey initiated by webhook from status workflow.
3.17 ClickUp
• Feature/Setting: Automations on task statuses trigger email or Slack reminder.
• Sample: “When task moves to Conditional, schedule reminder in 7 days.”
3.18 Notion
• Feature/Setting: Integration with automator or external services for timed reminder pages or emails.
• Sample: Conditionally scheduled reminders using Notion API and external scheduler.
3.19 Trello
• Feature/Setting: Butler automation cards trigger after set delay when card labeled.
• Sample: “When card labeled Conditional Approval, send follow-up in X days.”
3.20 SAP Business ByDesign
• Feature/Setting: Workflow rules automate alerts and emails tied to status fields.
• Sample: Workflow “If ApprovalStatus = Conditional, Email after due date.”
3.21 Intercom
• Feature/Setting: Automated message sequences on status triggers.
• Sample: Event-based message if user hasn’t submitted documents post-approval.
3.22 Zendesk
• Feature/Setting: Triggers and automations for scheduled escalation or reminder tickets.
• Sample: Auto-create ticket if approval condition unresolved after X days.
3.23 Zoho Creator
• Feature/Setting: Deluge scripting for conditional reminders and automated notification emails.
• Sample: Script checks every day for overdue conditional approvals for automated email.
3.24 Oracle PeopleSoft
• Feature/Setting: Automated workflow for reminders and escalation emails on step expiry.
• Sample: Scheduled event triggers notification if condition not met in workflow.
3.25 Basecamp
• Feature/Setting: To-do with automatic reminders and notification triggers.
• Sample: Schedule reminder on to-do when set to pending approval.
Benefits
4.2 Reduces risk of non-compliance with automated, timely reminders.
4.3 Ensures all actions are logged for audit and regulatory review.
4.4 Improves applicant experience with prompt communication via preferred channels.
4.5 Automating escalations increases supervisor oversight and speed of resolution.
4.6 Automatable, reusable configuration for different planning application types.
4.7 Automation minimizes staff workload and standardizes processes.