Workflow
Approval and review workflows
Workflows that route work to the right reviewer with the right context, keep an audit trail and stop AI-assisted output from going out without a human in the loop.
This may look different in your business. The same pattern can apply to other workflows where information is collected, checked, compared, enriched, approved, reported or acted on.
What this workflow usually involves
Drafting work, attaching context, routing to the right reviewer, capturing the decision and pushing the outcome to the next system.
Where it breaks
- Approvals happen in email.
- Context is missing at the point of review.
- There is no audit trail.
Common inputs
- Drafted output
- Source context
- Policy and rules
- Reviewer assignments
Common outputs
- Approved output
- Audit trail
- Rejected items with reasons
- Pattern reports on common issues
Where AI can help
Drafting the work, attaching the relevant context for the reviewer, summarising long source material and flagging policy issues before the human sees it.
Where human review belongs
On the decision itself, especially for customer-facing, financial or regulated output.
Systems often involved
- Microsoft 365 / Teams
- CRM
- ERP
- Document tools
- Internal portals
Example applications
- AI content operations and governance
- Discount and concession approvals
- Customer communication review
How value is measured
Review cycle time, share of items needing rework and quality of the audit trail.
Where this connects