Offer approval and terms

Routes one offer through manager, finance, and HR approval with the comp band attached, then sends it for signature.

macOS — coming soonSee the 2 automations
HR / AUTOMATE.md

When an offer is drafted, collect manager, finance, and HR approval in one thread with the comp band attached, and post the decision once all three reply.

Ready-made: Offer approval thread

The job, and what good looks like.

An offer approved in a side conversation and sent as an attachment leaves no record of who agreed to what, and no way to explain an exception to a candidate who asks. This workflow holds one offer in one place: the role, the band, the base, any equity, and the start date, with approval routed to the manager, finance, and HR in a fixed order. Approvals happen in a single thread, so the decision and the reason for any deviation from the band are captured together. A signed offer carries an expiry date, and anyone still unsigned is listed with what they still owe before that date passes. Once approved, the offer letter, confidentiality agreement, and compensation summary go out as one signature packet instead of three separate requests, and the return date is recorded. A human still negotiates, approves any exception, signs off on the final numbers, and makes the offer.

When it is handled

  • One approval record
  • No off-band offers
  • Signed packet on file

Works with tools like

  • DocuSign
  • Lattice
  • BambooHR
  • Rippling

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Offer approval thread

When an offer is drafted, collect manager, finance, and HR approval in one thread with the comp band attached, and post the decision once all three reply.

When an offer is drafted

Offer signature packet

When an offer is marked approved, send the offer letter, confidentiality agreement, and comp summary as one signature packet and record the return date.

When an offer is marked Approved

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Offer approval thread

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Scorecard consensus

Collects structured interviewer feedback in one place and surfaces disagreements before the hiring decision.

3 automations

Background check and right to work

Orders background checks on accepted offers and collects right-to-work documents before the start date arrives.

3 automations

Day-one provisioning

Turns a confirmed start date into accounts, equipment, payroll, and benefits that are ready before the first morning.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon