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Features

Everything you need to run approvals online.

Forms, approval flows, signatures, tracking and an open API — in one no-code platform your team can manage themselves.

Form Designer

Build the forms your people already use — in minutes.

Recreate any paper or Word form with a drag-and-drop designer. Add conditional fields, validation and file uploads, then reuse the same form across processes.

  • Text, number, date, dropdown, radio, checkbox and table fields
  • File uploads attached to the request
  • Validation rules and custom scripts
  • Separate entry and approval screens
  • Media library for logos and images
job-profile.pdf uploaded
Process Designer

Create an approval process in three simple steps.

Name it, add the approval steps, review and publish. Start from a template — line manager only, manager then head of department, or the full chain up to the CEO — and adjust.

  • Guided three-step designer
  • Ready-made approval chain templates
  • Different flows per case type from one form
  • Choose which groups can start each process
  • Readiness check flags anything missing before go-live
  • Entry points let senior staff skip earlier steps
Request submittedLine managerHead of DepartmentHR · all approve
Smart Approvals

The right people, the right rule, every step.

Assign each step to a group, specific people, the requester's line manager or the manager of the last approver. Then choose how many must agree before the request moves on.

  • Any one, all, majority, quorum or one after another
  • Automatic line-manager routing from user profiles
  • Requester chooses approvers and their order
  • Approve, reject or send back to any earlier step
  • Reassign a task when someone is away
Finance review · Quorum2 of 3 approvalsThabo ✓ · Palesa ✓
Rule met — moved to CFO

Eight approval rules, set per step

Pick the rule that matches how each decision is really made. Mix them freely within one process.

Any one

The first approval moves the request on.

First of the Finance team
All

Every assigned person must approve.

HR, IT and Facilities
Majority

More than half must approve.

Tender committee vote
Quorum

A set number must approve.

2 of 5 board members
In order

Approvers act one after another.

Legal → GM → CEO
Line manager

Routed to the requester's own manager.

From the user profile
Manager of last approver

Escalates one level up the chain.

Lerato → her manager
Back to requester

The submitter corrects and resubmits.

Missing quotation
Who approves?

WeAutomate knows your reporting lines

Set each person's line manager once. Steps can then follow the hierarchy automatically — no need to build a separate flow for every department.

  • Line manager — always the requester's own manager.
  • Manager of last approver — climbs one level each time someone approves.
MPMphoGeneral Manager
LMLeratoHead of Department
TSThaboSubmits the request
Step 1 · Line manager → Lerato
Step 2 · Manager of last approver → Mpho
Requester chooses approvers

When the route depends on the request

For memos, board papers and project sign-offs, let the requester pick who approves and in what order as part of submitting. The chosen people are notified one at a time.

  1. 1Request details
  2. 2Pick approvers & order
  3. 3Review & submit
Approval route · Board memo
#1Thabo S.Approved
#2Palesa K.Her turn · notified
#3Lerato M.Waiting
After #3 approves, the request moves to the next step.
Approve, reject or send back

Corrections without starting over

Approvers see the full request, then approve, reject or send it back to any earlier step with a comment. They can sign by drawing or uploading a signature. Every version stays in the history.

Your decision
Approve Reject Send back to: Line manager
Signature (optional)
One form, different routes

The right chain for each type of request

Keep a single form and let WeAutomate choose the approval chain from what the requester selects — no duplicate forms to maintain.

Advance request
Travel advanceManager → Finance
Salary advanceManager → HR → CFO
TransferHOD → HR → GM

Skip steps where it makes sense

Entry points let senior staff start a request further along the chain — a head of department doesn't need their own manager's approval first.

Reassign when someone is away

Move a waiting task to a colleague so requests never get stuck behind leave or travel.

Ready-to-launch check

Before a process goes live, WeAutomate flags steps without approvers, empty groups or missing screens.

Every decision is on record. Each approval is stored once per person, per step — with the time, comment and signature — and can't be edited afterwards.

See tracking & audit
Signatures & Documents

Signed, attached and ready to print.

Approvers can sign by drawing or uploading their signature, and every supporting document stays with the request. Generate a finished PDF from your own document template.

  • Draw or upload an e-signature on approval
  • Signatures stored with each decision
  • Attachments kept with the request
  • Branded PDF export from document templates
  • Read-only request view for everyone involved
Your signature
DrawUpload
Tracking & Reports

Know where every request is — and why.

Requesters see live progress, approvers get a single task inbox, and managers see volumes, turnaround times and bottlenecks across every process.

  • Personal dashboard with requests and tasks
  • In-app and email notifications
  • Approval timeline on every request
  • Reports, search and export
  • SLA visibility on waiting requests
  • Immutable audit trail of every decision
API & Integrations

Connect WeAutomate to the systems you already run.

Everything in WeAutomate is available through a secure REST API. Start requests from other applications, read status and history, and push results into your core systems.

  • REST API with token (JWT) authentication
  • Interactive OpenAPI / Swagger documentation
  • Create processes and submissions programmatically
  • Read approval history and status
  • Reliable background engine processes every approval
POST /api/submission/
{ "process": 5,
  "data": { "amount": 25000 } }
201 Created

Put your first process online this week.

Book a 30-minute walkthrough and see your own process running on WeAutomate.