How to Automate Complex Approval Processes

How to Automate Complex Approval Processes

Learn how to design and build an approval process with multiple approvers

About this course

In most projects, approvals are required before moving forward to the next step. Sometimes the process is quite simple, however, if approval from multiple stakeholders was required the project may get delayed due to miscommunication, missed emails, or lack of version control.  To minimize errors and avoid confusion, teams create clear outlines of each step so repetitive procedures, such as an approval process, can be executed consistently. Using Nintex Workflow Cloud™, teams can design workflows that allow processes to be executed automatically.

In this module, you will learn how to design a workflow to automate a complex approval process that requires approval from multiple stakeholders before publishing. You will learn how to:

  • Configure the Start event using connectors to an external system
  • Divide a workflow in stages 

Course duration: 30 minutes

About this course

In most projects, approvals are required before moving forward to the next step. Sometimes the process is quite simple, however, if approval from multiple stakeholders was required the project may get delayed due to miscommunication, missed emails, or lack of version control.  To minimize errors and avoid confusion, teams create clear outlines of each step so repetitive procedures, such as an approval process, can be executed consistently. Using Nintex Workflow Cloud™, teams can design workflows that allow processes to be executed automatically.

In this module, you will learn how to design a workflow to automate a complex approval process that requires approval from multiple stakeholders before publishing. You will learn how to:

  • Configure the Start event using connectors to an external system
  • Divide a workflow in stages 

Course duration: 30 minutes