Mon – Fri, 08:00 – 17:00
Use cases

If it needs a form and a sign-off, automate it.

Here are some of the processes organisations run on WeAutomate. Each one is built with the same no-code designer — so you can create your own just as easily.

HR & Staffing

Consistent, fair and fully documented people decisions.

  • Staff requisitionLine manager → HOD → GM → HR → CFO → CEO
  • Leave requestLine manager → HR
  • Salary, travel & transfer advancesOne form, a different flow per case type
  • Onboarding & offboardingHR → IT → Facilities, all approve
  • Training requestLine manager → HR development

Finance

Approvals that follow your delegation of authority — and prove it.

  • Payment requisitionManager → Finance → CFO
  • Expense claimLine manager → Finance
  • Budget transferHOD → Finance committee, 2 of 3
  • Petty cashLine manager only
  • Write-off approvalFinance → CFO → CEO, in order

Procurement

From requisition to supplier onboarding, with every quote on record.

  • Purchase requestManager → Procurement → CFO
  • Vendor registrationProcurement → Compliance
  • Tender evaluationEvaluation committee, majority
  • Contract approvalLegal → GM → CEO
  • Goods received sign-offRequester → Stores

Customer Service

Every customer request tracked, owned and resolved on time.

  • Service requestAgent → Team lead → Technical
  • New installationEligibility review → Technical review
  • Refund or creditSupervisor → Finance
  • Complaint escalationAgent → Manager → Manager's manager
  • Account changeAgent → Back office

IT

Access and change control with a clean audit trail.

  • System access requestLine manager → System owner
  • Change requestChange board, quorum
  • Equipment requestManager → IT → Finance
  • Software purchaseIT → Procurement → CFO
  • Incident sign-offIT lead → Business owner

Risk & Compliance

Policy, audit and risk processes that stand up to scrutiny.

  • Policy approvalAuthor → Risk → Executive committee
  • Audit finding responseOwner → Risk → Internal audit
  • Incident reportReporter → Line manager → Risk
  • Conflict of interest declarationEmployee → Compliance
  • Board memoRequester chooses the reviewers
By industry

Built for regulated, approval-heavy organisations

Financial services

Banks, microfinance and insurers: account requests, credit approvals and compliance sign-offs with a full audit trail.

Public sector

Ministries and agencies: permits, procurement, correspondence and leave — transparent and accountable.

Healthcare

Hospitals and clinics: referrals, staff credentialing, stock reorders and incident reports.

Manufacturing & retail

Purchase requests, supplier onboarding, quality incidents and returns across sites.

Templates

Start from a template, finish in minutes

The process designer includes ready-made approval chains. Pick one, rename the steps and assign your people.

Line manager only

Quick requests that need one sign-off.

Request submitted Line manager

Manager → HOD

The most common two-level approval.

Request submitted Line manager Head of Department

Full chain

High-value or senior decisions.

Submitted Manager HOD GM HR CFO CEO

Have a process we haven't listed?

If it involves a form, approvals or hand-offs, WeAutomate can run it. Tell us about it and we'll show you how.