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Aptiwise Documentation

Aptiwise

Aptiwise

Section titled “Aptiwise”

Aptiwise is a workflow automation and approval management platform that turns plain-English process descriptions into production-ready, AI-generated workflows — then routes, tracks, and audits every decision until it’s done.

Core capabilities

Section titled “Core capabilities”

Aptiwise is organized as a stack: an AI layer that builds workflows for you, a routing and forms layer that runs them, and a governance layer that keeps every organization in the platform auditable and compliant.

AI Workflow Generation

  • Describe a process in plain English and get a working workflow
  • Smart field detection suggests the right form fields automatically
  • Approval-logic generation infers routing rules from your description
  • Industry-standard templates to start from instead of a blank canvas

Visual Workflow Preview

  • Automatic Mermaid diagram generation from any workflow definition
  • Interactive, click-through simulation before you deploy
  • Visual validation to spot gaps or dead ends before go-live
  • Exportable diagrams for stakeholder sign-off

Intelligent Routing & Tracking

  • Configurable, condition-based routing to the right approver
  • Dynamic approver resolution via org hierarchy — ${requestor.manager}, department heads, company-wide roles
  • Automatic escalation to higher-authority approvers when an amount exceeds an approver’s approval limit
  • Real-time, step-by-step status visibility with automated notifications and SLA-risk escalation

Dynamic Form Builder

  • Text, number, currency, date, file upload, dropdown/multi-select, and more
  • Autonumber fields (e.g. PR-2026-0042) and calculated/formula fields, including JSONata expressions
  • Repeatable line items for expense reports and purchase orders
  • Digital signatures — drawn, typed, stamped, or uploaded — embedded in PDF output
  • Step-scoped visibility: each approver sees and edits only the sections relevant to their step

Multi-Company Architecture

  • Centralized management across multiple companies from one login
  • Fully isolated data per organization (full company-scoped queries)
  • Google OAuth2/OIDC single sign-on across every company context
  • Granular, role-based access control per company — approval roles plus company roles

Global & Financial Operations

  • Multi-currency budgets with real-time exchange rates
  • Locale-aware date, time, and number formatting
  • Timezone-accurate timestamps across regions
  • Consolidated financial reporting with full currency audit trails

Audit, SLA & Compliance

  • SHA-256 hash-chained audit log — a tamper-evident record of every submission, approval, rejection, and escalation
  • Workflow-level and step-level SLA timers with automatic escalation
  • Persona-aware dashboards plus six drill-down reports (SLA, submissions, overdue/at-risk, approver performance, trend), all exportable to CSV
  • Compliance-ready reporting for regulatory requirements

Open Integration Layer

  • REST API and MCP server for programmatic and AI-agent access
  • Gated MCP: human-in-the-loop approval gates for autonomous agents — the same approvalml -- <cmd> wrapper that puts any external MCP server behind human approval also targets Aptiwise directly; see wrapping any MCP server
  • Nine built-in data connectors — Google Sheets, Airtable, SQL (Postgres/MySQL/SQLite), REST API, CSV, GCP, Odoo, Qwen AI — referenced in form fields via ${data.source_name.field}
  • Every workflow is defined in the open ApprovalML syntax; a scoped-down subset also runs standalone via the self-hostable ApprovalML runtime