Approval workflows

When to use approvals

Approvals are perfect for:

• High-value purchases where you want to double-check the details
• Sensitive categories like travel or large software contracts
• New agents you're still learning to trust
• Shared accounts where multiple people should review spending

Setting up an approval threshold

1. Go to Rules in your Axiom dashboard
2. Click Add rule and choose Approval required
3. Set your conditions:
   • Purchases above a certain amount (e.g., anything over $50)
   • Purchases in specific categories (e.g., all travel purchases)
   • Or both (purchases over $50 in the travel category)
4. Save the rule

How the approval flow works

When your agent tries to make a purchase that triggers an approval rule:

1. The agent prepares the purchase. It finds the item, confirms the price, and has everything ready.
2. Axiom holds the request. Instead of issuing a card, it sends you a notification.
3. You review the details. You see what the agent wants to buy, from which merchant, for how much, and why.
4. You approve or deny with one click.

If you approve, the agent picks up right where it left off. If you deny, it receives a clear message and can suggest alternatives.

Notification options

You can receive approval requests three ways:

• Email. A detailed summary lands in your inbox.
• Push notification. A quick alert on your phone.
• Dashboard. All pending approvals are visible in your Axiom dashboard.

Best practices

• Start with a low threshold (like $25) and raise it as you build confidence.
• Use category-specific approvals for high-stakes categories rather than blanket thresholds.
• Review and adjust regularly. If you're approving every request without hesitation, your threshold is probably too low.