Draw how a document should travel through your company - who approves, who signs, who only needs to see it - and DocMe walks every document down that path. People answer from WhatsApp, the AI tells you what is stuck, and an approved invoice posts its own journal entry.
Drag a block onto the canvas and join the dot under one to the top of the next. That is the whole language - there is nothing else to learn.
Where every run of this design begins. Exactly one per design.
The assignee approves or rejects, with an optional comment.
The assignee signs the document itself, where you placed their box.
The assignee must open the document and acknowledge it. No verdict.
A person names who comes next, then presses the run onward.
Splits on the run's amount or category - the yes arm and the no arm.
Waits for the branches that feed it: all of them, any one, or a quorum.
Sends a WhatsApp, Telegram or email message and moves straight on.
Closes the branch it sits on. A rejected ending stops everything.
Every other approval tool starts with an empty form. This one starts with the invoice you already uploaded, the vendor it already recognised, and the ledger it is already going to post to.
Drag a block on, join it to the next, and the design is done. The same canvas draws a two-step expense sign-off and a fifteen-step board process.
An email chain is a queue: each person waits for the one above. Here the run drops on the CEO, the CFO and legal at once, and a join passes only when the last verdict is in - or when a quorum is, if that is what you drew.
You do not open twelve boards to find the stuck one. The AI reads every live run and tells you in a sentence what is moving, what is not, and who to nudge - then offers to send the nudge.
A condition splits the run on the amount or the category the AI already read off the document. Small invoices go straight through; big ones find the CEO.
The step arrives on the channel that person already uses. Two buttons, a comment if they want one, and the run moves. No app, no login.
Draw the boxes on the document before it goes out. Each box belongs to a step, so whoever that step reaches is the person who fills it.
Point a step at a role and whoever holds it that day is asked. Designs survive people joining, leaving and swapping desks.
The run does not finish on a green tick. An approved invoice becomes a balanced entry against the accounts you use, ready for the ledger export - because DocMe already read the document that started the run.
Every verdict keeps the person, the timestamp and the comment they left. A rejection is not a dead end - it is a recorded reason you can answer and send round again.
Name the vendors a design belongs to. The next invoice from one of them is recognised on arrival, claimed by that design, and already sitting with the first approver before anybody knew it landed.
A CEO does not want twelve boards. They want to know what is stuck and whose desk it is on. The AI reads every live run - the design it is walking, the step it is parked on, how long it has been there - and writes the answer.
It reads the runs, not a status field
The summary is written from the boards themselves, so it cannot drift out of date the way a spreadsheet does.
It offers the nudge
One tap sends the reminder on whatever channel that person is actually reachable on.
It scales down as well as up
Two people and one approval, or four hundred people and nine hundred a month - the overview reads the same.
Approvals · company overview
LIVE12
Live runs
3
Waiting on you
47
Cleared this week
1
Stuck 3+ days
Twelve runs are live and eleven are moving. INV-4471 has sat with Amir Cohen for four days - it is the only thing holding the month close. Everything else is inside its usual time.
Drop the blocks your process needs and join them up. Name who acts at each step, or name the role and let whoever holds it answer.
Before a document goes out, draw the boxes on the page itself - a signature here, a name there, the date. Each box belongs to a step.
Pick a file from your desktop and start it, or name the vendors whose invoices should start it on their own. The first approver is asked immediately.
The board repaints itself as people answer. When the run ends approved, the document is filed, sealed, and its journal entry is waiting in the export.
Bring us the process you already run by email and we will draw it on the canvas with you, on the call.