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Workflow AutopilotDue diligence workflows shouldn't require constant babysitting.

Orchestrate supplier due diligence workflows automatically.

Workflow Autopilot uses AI to triage suppliers, applies your rules to assign the right due diligence path, and coordinates reviews across teams. It cuts manual routing, reduces cycle times, and applies controls consistently.
Workflow Autopilot
Workflow Autopilot

The right work finds the right person.

New request
Your policy
Team ownership
Agent work
01Recognize the trigger
02Apply the rule
03Route the work
A clear next step

Exceptions reach the person who can decide.

01 · Overview

Most procurement teams rely on rigid rules and manual triage to route suppliers through due diligence. The result is inconsistent controls, slow cycle times, and teams overwhelmed by low-risk suppliers that don't need deep review.

Workflow Autopilot routes suppliers through the right due diligence workflow based on risk, spend, and context. AI prepares the triage; your rules decide the path. It assigns tasks, tracks progress, and escalates exceptions automatically. Teams focus on high-risk suppliers while low-risk ones move through streamlined paths with minimal friction.

02 · Key capabilities

Route every request to the right reviewers.

  1. 01

    Configurable multi-stakeholder approvals

    Route requests to finance, IT, security, privacy, compliance, and legal automatically.

    • Support proportional reviews based on monetary threshold, supplier category, or inherent risk.
  2. 02

    Adaptive routing and parallel approvals

    Run steps in parallel where possible, reducing bottlenecks.

    • Re-route tasks dynamically if owners are out of office or workloads change.
  3. 03

    Centralized collaboration

    Stakeholders see the same context and tailored summaries relevant to their role.

    • Cut down duplicate reviews and back-and-forth communication.
  4. 04

    System orchestration and integrations

    Push updates automatically so teams don't duplicate effort.

    • Maintain bi-directional visibility between procurement and other systems.
03 · Benefits

Real impact for every approval team.

  • Faster cycle times

    Reduce approval delays with automated routing, parallel reviews, and instant notifications.

  • Consistent governance

    Requests are reviewed according to policy, without relying on manual enforcement.

  • Clear visibility

    Requesters and approvers see real-time status, pending steps, and owners. No more black-box waiting.

  • Less manual effort

    Procurement teams stop chasing stakeholders and focus on strategic decisions.

  • Approvals where people work

    Approvals can happen directly in Slack, Teams, or email, so stakeholders don't need to learn a new system.

04 · At a glance
“Workflow Autopilot completely changed how our approvals run. Even our most complex vendor reviews across security, compliance, finance, and IT now move smoothly, and employees actually know where their request stands. It’s taken the frustration out of procurement.”
Director of Procurement, Fortune 500 Bank
  • Up to 70% reduction

    In cycle times for supplier approvals.

  • Steps that keep moving

    Automated reminders and rerouting keep steps from stalling.

  • Shared status

    Approval status visible to every stakeholder group.

  • Deployment in under 3 weeks

    Integrated into existing enterprise systems.

  • Nationwide
  • Coinbase
  • ServiceTitan
  • Guardant
  • Alteryx
  • Bill
  • Rubrik
  • Live Oak Bank
  • Achieva Credit Union
  • B1 Bank
  • Coastal Community Bank
  • Elastic
  • First Credit Union
  • Loyalty Credit Union
  • General Bank of Canada
  • LVT
  • Thread Bank
06 · Questions

How a request moves.

The routing rules you set, and how we apply them.

What determines the review path?

We apply your spend thresholds, supplier categories, inherent risk and engagement context to the request.

Which teams can approve?

You can bring in finance, IT, security, privacy, compliance, and legal according to the work each team owns.

Can reviews happen at the same time?

Yes. We run independent approvals in parallel and show you where a decision is still pending.

Where do approvers receive a task?

We can send configured approval tasks through Slack, Teams, or email and keep the decision with the request.

Ready to automate supplier approvals?