Knowledge Base

Build Approval Auto-Escalation Workflow

Duration: ~25 min · Level: Intermediate · Template: #77 Approval with Auto-Escalation · Deployment: Cloud or runtime agent

Prerequisites: Approvals Explained. For runtime inbox see Approvals on Runtime Agent.

Build an approval workflow with escalation from template #77: request access, wait, branch on approved/rejected/pending, and escalate to a director when still pending.

What this template does

  1. Request Approval — access request to team lead.
  2. Wait → Check → Switch — three outcomes: approved, rejected, pending.
  3. Escalate to Director — reassigns approval when still pending after wait.

Step 1 — Load the template

  1. Studio → Templates → search Approval with Auto-Escalation.
  2. Load template #77.

Step 2 — Configure approvers

  1. Set team lead in Request Approval.
  2. Set newApprover in Escalate to Director (e.g. [email protected]).
  3. Tune expiresInHours and delay to match your escalation policy.

Step 3 — Test escalation path

  1. Start a run and do not decide before the delay ends.
  2. Confirm pending branch fires Escalate to Director.
  3. Decide as director in Jobs → Approvals (Studio) or /approvals (runtime).

Step 4 — Export to runtime (optional)

  1. Export with Operator approval support enabled.
  2. Team lead and director both use /approvals on the agent — each enters their own email when deciding.
  3. Escalated requests show the updated approver field.

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