approval-workflow

What this skill does

# approval-workflow

Multi-stakeholder approval routing with status tracking and escalation.

## Triggers


Alternate expressions and non-obvious activations (primary phrases are matched automatically from the skill description):

- "RACI for [X]" → responsibility assignment
- "sign-off matrix" → approval routing
- "who approves [X]" → approval workflow lookup

## Purpose

This skill manages the complete approval lifecycle for marketing assets by:
- Defining approval chains based on asset type and value
- Routing assets to appropriate approvers
- Tracking approval status in real-time
- Managing escalations and deadlines
- Recording approval history for audit

## Behavior

When triggered, this skill:

1. **Determines approval requirements**:
   - Identify asset type and category
   - Calculate approval tier (budget, risk, visibility)
   - Load approval chain configuration

2. **Initializes approval request**:
   - Create approval record
   - Attach asset and supporting materials
   - Set deadlines based on priority

3. **Routes to approvers**:
   - Notify approvers in sequence or parallel
   - Provide context and review materials
   - Track response status

4. **Manages workflow**:
   - Process approvals/rejections
   - Handle revision requests
   - Escalate overdue items
   - Route to next approver

5. **Records decisions**:
   - Document approval/rejection rationale
   - Maintain audit trail
   - Archive final approved version

## Approval Tiers

### Tier 1: Standard Content

```yaml
tier_1:
  description: Routine content with low risk
  criteria:
    - budget: <$5,000
    - audience_reach: <10,000
    - brand_impact: low
    - legal_risk: none

  approvers:
    - role: content-owner
      required: true
      timeout: 24h
    - role: brand-guardian
      required: true
      timeout: 24h

  routing: parallel
  total_sla: 48h
```

### Tier 2: Campaign Content

```yaml
tier_2:
  description: Campaign materials with moderate visibility
  criteria:
    - budget: $5,000-$50,000
    - audience_reach: 10,000-100,000
    - brand_impact: medium
    - legal_risk: low

  approvers:
    - role: content-owner
      required: true
      timeout: 24h
    - role: brand-guardian
      required: true
      timeout: 24h
    - role: campaign-manager
      required: true
      timeout: 24h
    - role: legal-reviewer
      required: if_claims
      timeout: 48h

  routing: sequential_then_parallel
  sequence:
    - [content-owner]
    - [brand-guardian, campaign-manager]
    - [legal-reviewer]
  total_sla: 72h
```

### Tier 3: High-Value/High-Risk

```yaml
tier_3:
  description: Major campaigns, brand partnerships, sensitive content
  criteria:
    - budget: >$50,000
    - audience_reach: >100,000
    - brand_impact: high
    - legal_risk: medium-high

  approvers:
    - role: content-owner
      required: true
      timeout: 24h
    - role: brand-guardian
      required: true
      timeout: 24h
    - role: creative-director
      required: true
      timeout: 48h
    - role: legal-reviewer
      required: true
      timeout: 48h
    - role: marketing-director
      required: true
      timeout: 48h

  routing: staged
  stages:
    - name: content_review
      approvers: [content-owner, brand-guardian]
      routing: parallel
    - name: creative_review
      approvers: [creative-director]
      routing: sequential
    - name: compliance_review
      approvers: [legal-reviewer]
      routing: sequential
    - name: executive_approval
      approvers: [marketing-director]
      routing: sequential

  total_sla: 120h
```

### Tier 4: Executive/Crisis

```yaml
tier_4:
  description: Brand-defining, crisis response, executive communications
  criteria:
    - brand_impact: critical
    - legal_risk: high
    - crisis_response: true
    - executive_messaging: true

  approvers:
    - role: brand-guardian
      required: true
      timeout: 4h
    - role: legal-reviewer
      required: true
      timeout: 4h
    - role: creative-director
      required: true
      timeout: 4h
    - role: marketing-director
      required: true
      timeout: 8h
    - role: cmo
      required: true
      timeout: 8h
    - role: legal-counsel
      required: if_crisis
      timeout: 4h

  routing: expedited_parallel
  escalation: immediate
  total_sla: 24h
```

## Approval Statuses

```yaml
statuses:
  draft:
    description: Not yet submitted
    actions: [edit, submit]

  pending:
    description: Awaiting review
    actions: [view, remind, withdraw]

  in_review:
    description: Actively being reviewed
    actions: [view]

  revision_requested:
    description: Changes needed
    actions: [edit, resubmit]

  approved:
    description: Approved by current approver
    actions: [view]

  rejected:
    description: Not approved
    actions: [view, appeal]

  escalated:
    description: Overdue, escalated to manager
    actions: [view, respond]

  fully_approved:
    description: All approvals complete
    actions: [publish, archive]

  expired:
    description: Approval window closed
    actions: [resubmit]
```

## Approval Request Format

```yaml
approval_request:
  id: APR-2025-001234
  asset:
    name: Q1 Product Launch - Email Campaign
    type: email_campaign
    path: .aiwg/marketing/assets/q1-launch/email-hero.html
    version: 2.1.0

  submitter:
    name: Jane Smith
    role: marketing-manager
    email: [email protected]
    submitted_at: 2025-12-08T10:00:00Z

  tier: 2
  priority: high
  deadline: 2025-12-11T10:00:00Z

  context:
    campaign: Q1 Product Launch
    budget: $25,000
    audience: 75,000 subscribers
    launch_date: 2025-01-15
    notes: "Launch email for new product line. Needs legal review for pricing claims."

  attachments:
    - email-hero.html
    - email-preview.png
    - brand-compliance-report.md
    - qa-report.md

  approval_chain:
    - role: content-owner
      assignee: Jane Smith
      status: approved
      approved_at: 2025-12-08T10:30:00Z

    - role: brand-guardian
      assignee: Sarah Chen
      status: pending
      due_at: 2025-12-09T10:00:00Z

    - role: legal-reviewer
      assignee: Elena Rodriguez
      status: not_started
      due_at: 2025-12-10T10:00:00Z
```

## Approval Record Format

```markdown
# Approval Record: APR-2025-001234

**Asset**: Q1 Product Launch - Email Campaign
**Version**: 2.1.0
**Submitted**: 2025-12-08 10:00 AM
**Final Status**: FULLY APPROVED
**Approved**: 2025-12-10 3:45 PM

## Summary

| Metric | Value |
|--------|-------|
| Tier | 2 (Campaign Content) |
| Total Approvers | 4 |
| Approvals | 4 |
| Rejections | 0 |
| Revisions | 1 |
| Elapsed Time | 53h 45m |
| SLA Target | 72h |
| SLA Status | Within SLA |

## Approval Chain

### Stage 1: Content Review

#### Content Owner - Jane Smith
- **Status**: APPROVED
- **Reviewed**: 2025-12-08 10:30 AM
- **Time to Review**: 30 minutes
- **Comments**: "Ready for brand review"
- **Conditions**: None

### Stage 2: Brand & Campaign Review

#### Brand Guardian - Sarah Chen
- **Status**: APPROVED with Conditions
- **Reviewed**: 2025-12-09 2:15 PM
- **Time to Review**: 28h 15m
- **Comments**: "Logo placement approved. Please update CTA button to brand green."
- **Conditions**:
  - [ ] Update CTA color to #00AA55
  - [x] Condition met in revision v2.1.0

#### Campaign Manager - David Kim
- **Status**: APPROVED
- **Reviewed**: 2025-12-09 11:00 AM
- **Time to Review**: 25h
- **Comments**: "Aligns with campaign strategy. Good to proceed."
- **Conditions**: None

### Stage 3: Compliance Review

#### Legal Reviewer - Elena Rodriguez
- **Status**: APPROVED
- **Reviewed**: 2025-12-10 3:45 PM
- **Time to Review**: 28h 30m
- **Comments**: "Pricing claims substantiated. Disclosure text approved."
- **Conditions**: None

## Revision History

### Revision 1 (v2.0.0 → v2.1.0)
- **Date**: 2025-12-09 4:00 PM
- **Requested By**: Sarah Chen (Brand Guardian)
- **Changes Made**:
  - Updated CTA button color from #CCCCCC to #00AA55
  - Adjusted button contrast ratio
- **Resubmitted**: 2025-12-09