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Agents Digital Approval Routing Agent
Digital Approval Routing Agent Icon

Digital Approval Routing Agent

Directs agreements through the correct approval pathways and provides executives with a unified digital interface for streamlined sign-off.

Organizations often face delays when routing agreements for approval, especially when relying on manual workflows or email-based coordination. Complex approval matrices, changing policy requirements, and inconsistent handoffs can result in agreements reaching the wrong stakeholders or missing key authorization steps. These inefficiencies slow down deal cycles, create governance risks, and reduce visibility into approval status across teams.

The Digital Approval Routing Agent resolves these challenges by applying organizational rules, agreement attributes, and policy-based logic to automatically determine the required approvers for each agreement. By aligning routing paths with established approval structures, the agent ensures that agreements consistently reach the correct decision-makers without manual intervention or follow-up efforts.

This unified view supports faster evaluation, reduces approval friction, and eliminates the need to navigate multiple systems or review channels. All approval actions are captured in a clear digital record, supporting governance standards and reinforcing traceability.

With automated routing and a centralized executive sign-off experience, organizations benefit from higher process efficiency, reduced turnaround times, and enhanced compliance with internal authorization policies. The Digital Approval Routing Agent enables teams to progress deals with confidence, ensuring each agreement moves smoothly from finalization to authorized completion.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Digital Approval Routing Agent:

Agreement Metadata for Approval Routing


Deal ID: 98-ACZ-541
Agreement Name: Quantum Dynamics - Enterprise AI Platform Subscription
Customer: Quantum Dynamics Inc.
Total Contract Value (TCV): $750,000 USD
Contract Term: 36 Months
Product Line: QuantumLeap AI Platform
Sales Region: North America
Discount Percentage: 18%
Payment Terms: Net 45
Includes Professional Services: Yes
Submitted By: Kevin Rodriguez (Account Executive)
Submission Date: 2023-10-26

Deliverable Example

Sample output delivered by the Digital Approval Routing Agent:

Approval Routing Directive: Deal 98-ACZ-541


Deal Summary






Attribute
Value






Customer
Quantum Dynamics Inc.




Agreement
Enterprise AI Platform Subscription




TCV
$750,000 USD




Submitted By
Kevin Rodriguez








Required Approval Chain


The following approval sequence has been generated based on current business policies.






Step
Approver Role
Approver Name
Status
Policy Trigger






1
Sales Manager, West
Sarah Jenkins
Pending
Standard Review




2
Finance Controller
David Chen
Queued
Discount (18%) exceeds 15% threshold.




3
VP of Sales, NA
Maria Garcia
Queued
TCV ($750k) exceeds $500k threshold.




4
Legal Counsel
Tom Breckenridge
Queued
All contracts >$100k with services.




5
Chief Revenue Officer
Robert Miller
Queued
Final Sign-off for TCV >$700k.








Current Status & Action Required


Awaiting approval from: Sarah Jenkins (Sales Manager, West)


Directive: Please review the attached agreement summary and deal terms. If approved, the agreement will be automatically routed to David Chen in Finance for the next review step.

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