AI moves the work forward. People make the call.
Keep consequential decisions with the people responsible for them. OrgRelay brings the proposal, source and next action together so a reviewer can make a clear choice.
Give each proposal a clear destination.
The approval workflow routes a finished draft to the person who can authorize its next use. A supplier comparison goes to the purchasing reviewer; a customer promise goes to the commercial decision-maker. The question on screen is the action the reviewer is being asked to approve.
The AI Chief connects that decision to the company goal. The task plan names the outcome owner, the people and Agents preparing each part, and the decisions that complete the handoff.
Put the whole decision on one page.
A review starts with the proposal and the action it will authorize. The knowledge source provides the basis; the dashboard shows the current review state. Keep the version, key terms and open questions beside the approval request.
Use the approval packet to assemble those details. For a sales proposal, highlight the customer commitment. For procurement, line up delivery terms and quotation dates. For finance, attach the records behind the reconciliation question.
- 01
State the action
Write exactly what approval authorizes.
- 02
Show the basis
Attach the source, version and material assumptions.
- 03
Record the response
Accept, return with a question, or reject with a reason the next person can use.
Three kinds of responsibility
Match authority to your company.
A small business may bring a purchasing choice directly to its owner. A growing company may have department and company-level reviews. Agree the actual responsibilities with the people who hold them.
AI does not grant itself spending authority, employment authority or permission to make external commitments. The table below shows the decision areas a company assigns to its own qualified reviewers.
| Work | AI preparation | Human authorization |
|---|---|---|
| Customer follow-up | Reply draft and relevant history | Commercial terms and message release |
| Purchasing | Comparable supplier terms | Supplier selection and spending |
| People administration | Checklist and source policy | Staffing and sensitive personnel decisions |
| Operational change | Affected tasks and dependencies | Revised company commitments |
Review the change that matters.
On Tuesday a manager approves a delivery proposal. On Wednesday the supplier changes the date. The revised proposal returns with that difference highlighted. A team handoff keeps the version attached, while the Operations Agent gathers the effects on other tasks.
An alert sends a waiting decision to its responsible person. A Customer Service Agent can ask for the policy answer it needs; an HR Agent can ask the policy owner to confirm which rule applies. The next step remains explicit.
Walk through a decision before widening access.
Read the website security facts and integration requirements when selecting sources for a workflow. Name the source owner and the people who can inspect the result.
The guides help record that starting scope. Learn about OrgRelay, compare the plan directions and use the demo outline to trace a proposal through approval, return and revision. Include a change to the original terms so the team can assess the return path.
Questions, answered.
Who decides the approval policy?
Your company assigns reviewers and reserved decisions to match its responsibilities and procedures.
What reaches a reviewer?
The proposed action, relevant sources, reviewed version, key terms and questions that affect the decision.
What happens after material terms change?
The revised proposal goes back to the appropriate reviewer with the change identified.
How should professional decisions be handled?
Keep the relevant qualified people and company procedures in charge of decisions that require their judgment.