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Internal approvalsInvoices, requisitions, and access requests — automated
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Use case · Internal approvals

Approvals that don't get stuck in inboxes

Invoices over limit, purchase requisitions, vendor onboarding, access requests — the everyday approvals that still run on email get lost, delayed, and impossible to audit. Pointee's AI agent routes each request, nudges the right people, and records every step — so approvals just happen, on time and on the record.

Up to 80%
faster approval cycles — from days waiting in an inbox to same-day sign-off
15+ hrs
reclaimed each week from routing, chasing, and status-checking by hand
100%
of approvals captured in a complete, exportable, audit-ready trail

Indicative outcomes from automating approval-heavy workflows on Pointee. Actual results vary by process, volume, and starting point.

The problem

The everyday approvals nobody can see

These approvals fall between the cracks of your enterprise systems. There's no owner, no clock, and no record — so requests stall wherever a busy person last touched them.

"An invoice above our limit has been waiting on a signature for nine days — and nobody can tell me whose."

How an approval runs today

1

Request raised

An invoice over limit needs sign-off, so someone fires off an email.

Lands in an inbox, unseen
2

Waits for approval

It sits with whoever was CC'd — who may be on leave or out of office.

Days pass, no nudge, no SLA
3

Someone chases

Finance pings over email and Slack to find out whose turn it is.

Manual, repetitive chasing
4

Eventually done

It's approved at last — but late, and the next step still waits on a human.

No clean trail for audit

The result is familiar: signatures get chased, vendors wait to be paid, new hires sit a week without access, and when audit asks who approved what and when, there's nothing solid to point to.

Our solution

From stuck in someone's inbox to done

This is exactly what AI agents are for. Pointee picks up each request, routes it through your real approval policy, nudges anyone stalling, and triggers the work that follows — while your team keeps the decisions that matter. No new system to log into, no new behavior to learn.

The same approval, running on Pointee

1

Request captured

Pointee picks the request up from email, a form, or your ERP the moment it appears.

Automated by Pointee
2

Routed by policy

Sent to the right approver based on amount, threshold, and your org structure — and nudged on an SLA.

Automated by Pointee
3

Approver decides

The right person approves or rejects in one click, with full context in front of them.

Human in the loop
4

Actions triggered

The moment it clears, the agent posts to your ERP, provisions access, or creates the vendor record.

Automated by Pointee
5

Trail captured

Every request, decision, and timestamp is logged automatically and ready to export.

Automated by Pointee

People stay in control where it counts. Pointee automates the routing, chasing, and downstream actions — but a human approves wherever your policy says one should. You decide which steps run on their own and which always wait for sign-off.

Approvals move in hours, not days
Requests route instantly to the right person and get nudged on an SLA — so nothing sits unseen and vendors and new hires stop waiting.
Your team only touches the decisions
No more routing, status-chasing, or copy-paste between systems. People spend their time deciding, not administering the approval.
Downstream work happens on its own
Once a request clears, the agent posts to your ERP, provisions access, or creates the vendor record — no second hand-off required.
Audit-ready, always
Every step, decision, and timestamp is captured, searchable, and exportable — ready the day audit asks, without a scramble.

Frequently asked questions

Do we have to replace our current approval tools?
No. Pointee works on top of what you already use — email, Slack, Teams, your ERP, or a shared inbox with no system at all. It plugs into your existing process rather than asking everyone to log into something new.
How does Pointee know who should approve what?
It follows your approval policy — amount thresholds, cost centers, departments, and your org structure. You define the rules once; the agent applies them to every request, including escalations and delegations when someone is out of office.
Can we keep a human in the loop?
Yes — that's the point. Pointee automates the routing, nudging, and downstream actions, but a person approves wherever your policy requires it. You choose which steps run automatically and which always wait for sign-off, and you can change that per workflow.
What happens after an approval clears?
The agent triggers the work the approval unlocks — posting an invoice to your ERP, provisioning access, creating a vendor record, or kicking off the next workflow. The approval and the action it unlocks stay connected, so nothing falls through a second hand-off.
How does this help with audit and compliance?
Every request, decision, reminder, and timestamp is logged automatically into a single trail you can search and export. When audit asks who approved what, when, and under which policy, the answer is already there — no reconstructing it from inboxes.
How long does it take to get started?
Typically weeks, not months. Most teams start with one approval workflow — invoices over limit or access requests are common first steps — prove it out, and then expand to the next. You don't need a big-bang rollout.

See it working on your approvals

Book a 30-minute demo and we'll walk through a live approval workflow tailored to your use case.

Book a demo