Aformity

Workflow approval for launch-critical data.

Move customer files through review, customer fixes, internal signoff, and final handoff with clear ownership.

Control when data is ready to move

Approval steps help teams avoid importing half-reviewed data while still keeping launches moving.

Define review steps for each workflow

Set the handoff path for customer upload, data review, internal approval, and final export based on the launch type.

Space / Approval

Approval path

Preview

Approval gates

1 Upload review Schema accepted Clear
2 Customer fixes 1 blocker remains Blocked
3 Internal signoff Waiting on ops Waiting
4 Export release Locked until approval Locked

Keep blockers visible

Aformity shows which fields, rows, or decisions are holding a project back so owners can resolve the right work first.

App / Source / Validation

Validation preview

Preview
# CompanyBilling emailPlanStart date
18 Northline Required Scale 2026-06-12
42 Kestrel Labs admin@kestrel.io Growth 2026-06-19
77 Marrow CRM ops@marrow.app Team 19/06/26
91 Luma Health billing@luma.co Enterprise 2026-06-21
104 Peakdesk finance@peakdesk.io Scale 2026-06-24
118 AtlasCare Required Enterprise 2026-06-28
133 Brightpath ops@brightpath.co Growth 2026-07-02
149 CivicLoop launch@civicloop.app Team 07/05/26
162 Riverbank billing@riverbank.io Scale 2026-07-09

Approve with evidence attached

Final signoff stays connected to the source file, validation results, comments, and prepared output behind the decision.

App / Audit

Activity log

Preview

Launch history

09:14 Customer uploaded accounts.csv Client admin
10:42 Mapping changed for owner_email Implementation
11:06 Validation rule accepted Aformity AI
12:18 Output approved Ops lead

Workflow approval FAQs

Answers for teams that need controlled review and signoff before importing customer data.

Workflow approval gives teams a controlled path for customer upload, data review, customer fixes, internal signoff, and final export so data only moves forward when the right evidence is attached.

Approval steps help teams avoid importing half-reviewed data, unresolved mappings, or records with launch-critical blockers. They also make ownership clear when customer and internal teams both need to act.

Yes. Aformity supports different review paths for different launch motions, data types, customer segments, and risk levels.

Approval should stay connected to the source file, destination schema, validation results, comments, exceptions, prepared output, and the person or rule responsible for each decision.

Approve data with context.

Give teams a controlled path from customer upload to import-ready handoff.

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