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Operational EfficiencyProfessional Services

Approval Portal Monitor

No approval sits waiting overnight.

The problem we solved

A professional services firm ran approvals through portals nobody watched. Items sat for days because the right person never saw them, and someone senior spent real time playing traffic cop — checking queues, forwarding items, chasing sign-offs.

What the agent does

The agent watches the approval portals continuously and routes every item to the right person, escalating anything that sits.

Monitors approval portals around the clock
Reads each item and identifies who owns the decision
Routes items to the right approver automatically
Escalates anything that sits past the threshold
Keeps a full audit trail of every routing decision

What changed

< 24 hrs
No approval sits more than a day.
Zero triage
Items route themselves — nobody plays traffic cop.
Logged
Every routing decision on the record.

The systems we connected

Approval portals
Email
Project system

We connect to what you already run.

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