Approvals with a human check
Approvals with a human check is an automation Rosada Automation builds for Professional & B2B firms and Local service businesses. Small refunds or discounts go through automatically, and bigger ones wait for your OK.
Who it's for
- Professional & B2B firms
- Local service businesses
Example run with sample data
Manual ~5 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 3
Request
A sample refund request comes in. You are not chasing this by hand.
Invoice
- InvoiceSample 1042
- AmountSample amount
- StatusRequest
Paid
Example run. Nothing here is sent for real.
Nothing over your limit is refunded or discounted until you say so.
Where you approve
Nothing over your limit is refunded or discounted until you say so.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- The limit that can go through on its own
- Who is asked above that limit
- Where the decision is logged