Scope change requests arrive via email and require manual routing to the right approvers, email chasing, and spreadsheet updates. This creates delays, missed approvals, and scattered records across multiple tools.
Automation reads incoming requests, determines the approval chain based on budget impact, sends approvals to the right people with deadlines, and escalates missing responses automatically. Approvals are tracked in real time and project records update instantly.
The full workflow, from trigger to completion.
A new scope change request is created or received via email.
The automation reads the change description, budget impact, and project ID from the request.
Based on budget tier and project type, the automation identifies the correct approvers and sends a structured approval request with a clear deadline.
Approvers respond or sign. The automation logs each approval decision and timestamp.
Once all approvals are collected, the automation updates the project with the approved change, new timeline, and budget adjustment.
The automation sends a confirmation message to the project team, client contact, and finance and email with the approved change details.
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