What the Agent Configures
Approval Categories
- Purchase Requisition (budget-based routing)
- Expense Report (policy-based limits)
- Time Off Request (manager → HR chain)
- Travel Request (manager → finance)
- Contract Approval (legal → finance → CEO)
- IT Access Request (IT manager → security)
- Custom categories for your specific needs
Approval Workflows
| Category | Approver Chain | SLA |
|---|---|---|
| Purchase < $1K | Department manager (auto) | 4 hours |
| Purchase $1K-$10K | Department manager → Finance | 1 business day |
| Purchase > $10K | Department manager → Finance → CEO | 3 business days |
| Expense < $500 | Manager (auto) | 2 business days |
| Expense > $500 | Manager → Finance | 3 business days |
| Time Off < 3 days | Direct manager | 1 business day |
| Time Off > 3 days | Manager → HR | 2 business days |
Delegation Rules
- Automatic delegation when approver is on leave
- Backup approver assignment per category
- Escalation after SLA breach (auto-approve or notify next level)
- Batch approval for recurring requests
Notification Settings
- Email notification on new approval request
- Reminder before SLA deadline
- Escalation notification on SLA breach
- Approval/rejection notification to requester
- Mobile push notifications for urgent approvals
Integration Points
- Purchase — Purchase requisitions route through approval before becoming POs
- Expenses — Expense reports follow approval chain before reimbursement
- HR/Time Off — Leave requests use approval workflows
- Sales — Discount approvals above threshold
- Contracts — Legal and financial review workflows
Getting Started
Deploy Odoo with Approvals on DeployMonkey. The Approvals module is Enterprise-only. Describe your approval policies and the AI agent configures the categories, routing rules, and SLA monitoring.