AI automation · Internal workflow
Exception routing and approval automation
Catch order holds, credit breaches, and delivery variances instantly.
- On the eventVariance detected
- MobileApprove or reject from a phone
- LoggedEvery decision recorded
How it runs
From incoming event to a verified update in your system
- ERP transaction signal Sales order booked, PO confirmed, or shipment received
- Anomaly & policy evaluation Checking margins, inventory limits, and credit exposure
- Context aggregation Compiling customer history, past discounts, and inventory
- 1-Click executive approval Mobile push alert with instant Approve / Reject action
- Transaction release & audit log Hold lifted, picking queued, decision logged in database
Guardrails
The model reads. Rules decide. A person approves.
- Human approval gatesAnything below your confidence threshold goes to a person with the context filled in.
- Deterministic numbersPrices, tax, ledger amounts and stock are computed by code, never by the model.
- Your data stays yoursNot retained or used to train third-party models.
Order #SO-7741 booked: Margin 14.2% is below standard policy threshold of 18.0% · Customer credit line at 92% capacity.
Exception flagged: Sales VP notified in Slack with margin analysis, customer payment history, and one-click [Approve Special Margin] button.
Grounded in live databaseVP Approved: "Authorized for strategic Q3 volume commitment." ERP hold released immediately. Warehouse notified to pick.
What we build
Capabilities
Event-Driven Signal Watchers
Monitors database webhooks and event queues (Kafka / RabbitMQ) continuously, detecting discrepancies the second they occur rather than during month-end.
1-Click Mobile Approvals
Managers don't need to log into a heavy ERP interface. Interactive buttons in Slack, Microsoft Teams, or email let them approve or reject with one tap.
Multi-Tier Escalation Logic
If an urgent order hold isn't answered within 2 hours, the engine automatically escalates to the secondary manager to keep the warehouse floor moving.
Immutable Decision Audit Trails
Records who approved the exception, at what time, from which device, and with what operational reasoning for full financial audit compliance.
Before and after
What changes, step by step
Order holds
Orders sit blocked in the ERP for days while staff send reminder emails
Approver notified instantly on mobile; hold resolved in minutes
Margin visibility
Discounts slip past supervisors and are only caught after shipping
Automatic margin calculation flags discounts below threshold prior to confirmation
Credit limits
Customers exceed credit lines because accounts didn't sync in time
Real-time check halts high-risk shipments until payment is settled
Warehouse picking
Pickers walk to shelf only to find stock is missing or allocated
Inventory exceptions resolved before pick tickets are dispatched
Can we define our own exception rules?
Yes. Any rule that can be expressed with logic (e.g. margin < 15%, delivery delay > 2 days, order value > $50,000) can trigger a custom workflow.
How does it notify managers?
Via Microsoft Teams, Slack, interactive HTML email, SMS, or direct push notification to our mobile manager app.
What if the approver is on leave?
Configurable out-of-office delegation automatically routes urgent exceptions to an appointed deputy or escalates to senior management.
Next step
Ready to automate exception routing in your business?
A 30-minute call. We look at your workflow and sample inputs and show how the automation would connect.
First call: 30 minutes · A senior consultant, not a sales rep