How to automate it

How to automate “chase people for approvals or sign-offs”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min

typically, a few times a week

55%

of the time can be automated

Some setup

to set up

Fix 1 of 1

Automation

Move approvals into a tracked workflow with reminders

Approvals in Teams/Power Automate, Slack Workflows, or your e-signature tool remind people for you and show what is stuck.

Typically saves about 60% of the time1 h to set up

1List the approvals you chase most.
2Set up an approval flow (Power Automate Approvals, Slack Workflow Builder, DocuSign or your HR/finance system).
3Add automatic reminders after 24 hours.
4Agree a default: no answer in 48 hours means it goes ahead (where safe).

Tools: Power Automate Approvals · Slack Workflow Builder · DocuSign or Adobe Acrobat Sign

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

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How to automate “chase people for approvals or sign-offs”

Move approvals into a tracked workflow with reminders

Who does this task

How many hours does this cost you?

Other common tasks for Department heads / Directors