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Operations app · Omnie AI

Nix: Approval Workflows

Approval workflow software that routes quotes, discounts, budgets, and documents for sign-off with clear audit trails, all driven by your CRM data.

AI at work Smart routing, risk/anomaly flagging and approval summarising

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GDPRDPA 2018SOC 2HIPAAWCAG 2.2
4+
Connected tools
6
Industries served
What it does

Nix: Approval Workflows, explained.

Approval Workflows is approval workflow software that routes anything needing sign-off, quotes, discounts, budgets, or documents, to the right people automatically, with a clear audit trail at every step. As approval management software driven by your CRM data, it moves requests quickly while staying controlled and compliant. Built for workflow automation approvals, it acts as a sign-off workflow tool that removes bottlenecks without losing oversight. Whether you need discount approval software to protect margins or audit trail approvals for governance, it keeps decisions fast, accountable, and fully documented.

Key features

  • Route approvals to the right people automatically.
  • Handle quotes, discounts, budgets, and documents in one system.
  • Keep a clear audit trail of every decision.
  • Speed up sign-off while staying compliant.
  • Drive workflows directly from your CRM data.
AI at work

AI at work in Nix: Approval Workflows.

The moments where the AI does the work your team used to do by hand.

Smart routing

AI decides who should approve a request based on amount, type, and past patterns, replacing an approval matrix someone had to configure and keep updating by hand.

Risk/anomaly flagging

AI flags requests that look unusual versus history for extra scrutiny, a check an approver used to apply from memory.

Approval summarising

AI summarises what's being requested and why in plain language for the approver, replacing the requester's manual write-up.

More on Nix: Approval Workflows

Approval workflow software with a full audit trail

Approval Workflows is approval workflow software that sends every request to the right approver automatically. Quotes, discounts, budgets, and documents follow rules you set, so nothing waits in an inbox for someone to notice it.

As approval management software built on your CRM data, it keeps sign-off fast without losing control. Each step is recorded, so audit trail approvals are there by default whenever you need to show who approved what and when.

Designed for workflow automation approvals, it works as a sign-off workflow tool and discount approval software that protects margins. Bottlenecks disappear, oversight stays intact, and decisions are documented from request to result.

See it in action

Watch Nix: Approval Workflows in 90 seconds.

A quick walkthrough of how Nix: Approval Workflows works and how teams use it day to day.

Nix: Approval Workflows, product tour

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Connects with your tools

Works with the systems you already use.

Nix: Approval Workflows connects to Bitrix24, Google Drive, Microsoft Teams, Slack out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.

CRM
Bitrix24HubSpotSalesforcePipedriveMonday.comDynamics
Projects
AsanaTrelloJiraMonday.comClickUpAirtable
Finance
QuickBooksXeroStripeSage
Documents
GoogleDropboxDocuSignMicrosoft
Communication
SlackTeamsGmailZoomTwilio
Marketing
AdwordsGoogle AnalyticsMailchimp
Compliance & standards

Built to meet the standards your sector expects.

Nix: Approval Workflows is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.

UK GDPR & EU GDPR

How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.

Data Protection Act 2018 (UK)

The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.

SOC 2 (Type II)

Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.

HIPAA (US)

Protection of US health information. Business Associate Agreements, Privacy and Security Rule safeguards (access controls, encryption, audit logging), a risk analysis and workforce training.

WCAG 2.2 AA / Accessibility

Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.

Built on Omnie AI

Four things every app gets as standard.

Customised to Fit

We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.

AI Built-in

All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.

Secure & Compliant

Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.

Dedicated Support

Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.

Businesses we work with

Trusted by teams around the world.

Build Nix: Approval Workflows for your business.

Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.

FAQs

Nix: Approval Workflows, common questions.

What does Nix: Approval Workflows connect to? +

Nix: Approval Workflows works with Bitrix24, Google Drive, Microsoft Teams, Slack, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.

Can we customise Nix: Approval Workflows to how we work? +

Yes. Nix: Approval Workflows is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.

Is our data secure? +

Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.

Do you host and maintain Nix: Approval Workflows? +

Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.

What support do we get? +

Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.

Which industries is Nix: Approval Workflows for? +

Nix: Approval Workflows is used by teams across Construction, Financial Services, Healthcare, Legal, Manufacturing and Professional Services, and adapts to the way your business works.

AI-powered apps

AI-powered business apps that streamline your processes, free up your team and help you deliver a better experience to customers.