Intelligent Approvals is built for organizations where approval processes are governed by internal policy documents. Today, translating those policies into approval rules requires developers to manually interpret policy language, configure conditions, and maintain rules as policies evolve. This is time-consuming, error-prone, and creates a persistent gap between what the policy says and what the system enforces.
Intelligent Approval Policies uses AI to read your natural language policy documents and determine when and to which records the approval criteria should be applied. When an approval is submitted, the system evaluates it directly against your natural language policies — automatically approving, rejecting, or falling back to existing approval workflows for human review based on the criteria defined in the document itself. This eliminates the manual configuration cycle, reduces misconfigured approvals, and ensures that what gets enforced in the system matches what's written in the policy.
The result is faster approval setup, fewer compliance gaps, and less ongoing maintenance for your development team. Intelligent Approvals closes the loop between policy intent and approval behavior.
AI Policy Parsing: Upload natural language policy documents and let AI automatically extract approval trigger conditions, applicable policy areas, and approval criteria, with no manual rule configuration required.
Test-Time Confidence Scoring: After uploading a policy, evaluate how it performs against test data with transparency into when, why, and how confidently the AI makes each decision.
Suggested Policy Improvements: Receive AI-generated recommendations on how to improve policy document clarity to strengthen approval accuracy and reduce ambiguous outcomes.
Real-Time Approval Evaluation: Evaluate submitted approvals against policy criteria at runtime, automatically approving, rejecting, or routing uncertain decisions to a human approver based on record data.
Existing Workflow Compatibility: Intelligent Approvals surfaces conflicting flows at setup and falls back to your existing approval workflows when human review is needed — it works alongside what you already have, not instead of it.
Auto-Approve and Auto-Reject: Automatically disposition approvals when record data clearly satisfies or violates policy requirements, reducing approver workload and cycle time.
- New
- Convert existing policy PDF documents into Intelligent Approvals.
- Extract policy trigger conditions and policy information from an existing policy document.
- Test Intelligent Approvals against a set of use cases to determine how many approval decisions can be automated.
- See a list of suggested improvements to your policy document to improve Intelligent Approvals' clarity and automation score.
- Automate approval decisions to auto-approve, auto-reject, or fallback to a human approval.
- Work with your existing approval workflows to handle requests that can't be approved or rejected automatically by Intelligent Approvals.
Prerequisites
- Now Assist for Platform (design-time capabilities are available to all users; entitlement required for publishing and runtime approval evaluation)