Workflows and approvals
Set your rules once and every request follows them
Build your stages, request forms and approval rules without writing code. Requests follow them automatically, so steps don’t get skipped and approvals don’t need chasing.
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Sound familiar?
- The process lives in one person’s head
- Approvals get lost in inboxes and nobody knows who has it
- Changing the process means a ticket to IT or a consultant
Watch
See it working
- Workflows
Your process, run the same way every time
Lay out the stages a request goes through before it is ordered. Intakt moves each request along and skips anything that does not apply.
- Stages and steps you can rearrange, no code
- Conditions skip what a request does not need
- Publish a change and running requests keep their version
- Forms
Ask for exactly what your team needs to know
Decide the questions each kind of request asks, what type of answer each takes, which are required and what help the requester sees.
- Text, money, dates, yes or no, pick lists and more
- Required where it matters, optional everywhere else
- Drag questions into the order you want
- Approvals
Approvals that follow your rules
Set conditions for what needs approval and who approves it, in order. Intakt routes each request to the right people and holds it until they decide.
- Conditions on the amount or any other field
- Approvers by name, role, budget owner or department head
- Deadlines on every step, so nothing sits waiting
Also included
Approve from email
Approvers can decide from a secure link in the email, without signing in.
Tasks for everyone
Each step lands as a task for the right person, with reminders when it is due.
Hand work over
When someone leaves or goes on holiday, pass their tasks and records to a colleague.
Where every request is
A board of requests in flight, stage by stage, longest wait first.
For the people who need things
You never need to know who approves what. Intakt asks the right people and tells you when it is done.
For the people who buy
Your policy applied the same way every time, and changed in minutes when it needs to be.
Proper buying rules, without the big procurement team.
