Who it's for
Operations leads and managers who handle recurring approval requests
TEMPLATE
Workflow Automation Builder
A tool for defining multi-step approval workflows for internal requests (purchases, time off, expense reports, or similar), so a submitted request is automatically routed to the right approver at each step instead of being chased down manually.
The problem it solves
Approval requests are routed manually over email or chat, so requests stall waiting on someone to notice them and there's no record of who approved what and when.
Why it's worth building
Requests move themselves to the next approver automatically, with a complete record of every step.
What's included
Legacy Builder plans this out as a real, working system - every feature below becomes an actual part of your software, not a mockup.
Core features
- Workflow definition builder (ordered approval steps, assigned approver role per step)
- Request submission against a defined workflow
- Automatic routing to the current step's approver
- Approve/reject with comment at each step
- Full audit trail per request
- Pending-approval queue per approver
Pages
- Workflow builder
- My requests
- My approval queue
- Request detail
- Audit trail
Who uses it
- Workflow administrator
- Requester
- Approver
Start with Workflow Automation Builder
Describe your business and Legacy Builder adjusts this plan to fit it, before anything gets built.
Build my first projectOther templates
Roofing Company CRM
Leads, estimates, photo uploads, and follow-up tracking for a residential roofing business.
View template →Real Estate Lead & Showing Tracker
Buyer/seller lead pipeline, showing schedules, and follow-up tasks for an independent real estate agent or small team.
View template →Restaurant Online Ordering & Waitlist
Online ordering menu, order status, and a table waitlist for a single-location restaurant.
View template →