Coverbase
Workflow Autopilot

Due diligence workflows shouldn't require constant babysitting.

Orchestrate supplier due diligence workflows automatically.

Workflow Autopilot uses AI to triage suppliers, assign the right due diligence path, and orchestrate reviews across teams. It eliminates manual routing, reduces cycle times, and ensures consistent controls.

Most procurement teams rely on rigid rules and manual triage to route suppliers through due diligence. The result is inconsistent controls, slow cycle times, and teams overwhelmed by low-risk suppliers that don't need deep review.

Workflow Autopilot uses AI to dynamically route suppliers through the right due diligence workflow based on risk, spend, and context. It assigns tasks, tracks progress, and escalates exceptions automatically. Teams focus on high-risk suppliers while low-risk ones move through streamlined paths with minimal friction.

Key Capabilities

Everything you need for effortless workflow automation

1

Configurable Multi-Stakeholder Approvals

Route requests to finance, IT, security, privacy, compliance, and legal automatically. • Support proportional reviews based on monetary threshold, supplier category, or inherent risk.

2

Adaptive Routing & Parallel Approvals

Run steps in parallel where possible, reducing bottlenecks. • Re-route tasks dynamically if owners are out-of-office or workloads change.

3

Centralized Collaboration

Stakeholders see the same context and tailored summaries relevant to their role. • Cut down duplicate reviews and back-and-forth communication.

4

System Orchestration & Integrations

Push updates automatically so teams don't duplicate effort. • Maintain bi-directional visibility between procurement and other systems.

Benefits

Real impact for every approval team

Faster cycle times

Reduce approval delays with automated routing, parallel reviews, and instant notifications.

Consistent governance

Ensure every request is reviewed according to policy, without relying on manual enforcement.

Clear visibility

Requesters and approvers see real-time status, pending steps, and owners—no more black box waiting.

Less manual effort

Procurement teams stop chasing stakeholders and focus on strategic decisions.

Seamless adoption

Approvals can happen directly in Slack, Teams, or email, so stakeholders don't need to learn a new system.

Proof Points

"Workflow Autopilot completely changed how our approvals run. Even our most complex vendor reviews across security, compliance, finance, and IT now move smoothly, and employees actually know where their request stands. It's taken the frustration out of procurement."

— Director of Procurement, Fortune 500 Bank

Up to 70% reduction

In cycle times for supplier approvals.

Zero missed steps

With auto-routing, reminders, and calendar availability rerouting.

100% visibility

Into approvals across every stakeholder group.

Deployment in under 3 weeks,

Integrated into existing enterprise systems.

Nationwide
Coinbase
ServiceTitan
Guardant
Alteryx
Bill
Rubrik
Live Oak Bank
Achieva Banking
B1 Bank
Coastal Bank
Elastic
First Credit Union
First Credit Union
General Bank of Canada
LVT
Navi Federal Credit Union
Thread

Ready to opt into the new world of enterprise procurement?

Book a demo