"All Three Departments Need to Sign Off" — Cross-Department Contract Review

The situation

Before signing a new contract, Sales, Legal, and Finance all need to confirm — no exceptions. But each department has its own workload, and contracts usually get forwarded by email, making it easy to miss replies or lose track of where things are stuck.

This workflow chains the three departments together. The moment anyone rejects, the submitter is immediately notified — no waiting until the very end to discover a problem.

Workflow design

Sales fills in contract summary (counterparty, amount, term, key terms summary)
      ↓
Legal review (check for legal risks in contract terms)
      ↓
Finance review (verify payment terms and budget availability)
      ↓
Sales manager final approval
      ↓
Complete (notify submitter it's ready to sign)

Any step rejected → workflow ends → submitter notified

What to tell SuperAdmin Agent

"Create a contract review workflow. Sales fills in: counterparty, contract amount, contract start/end dates, key terms summary (long text), and contract attachment (file upload).

After submission: step 1 is Legal Team review (they can add legal comments), step 2 is Finance Team review (they can add finance comments), step 3 is the Sales manager's final approval.

If any step is rejected, the workflow ends immediately without continuing."

Key configuration notes

"Reject at any step = terminate" logic

This is implemented with conditional branches. After each review node: Approve → continue, Reject → End node (rejected).

Review comment visibility

Consider making the Legal comments field visible (read-only) during Finance review, so Finance has full context when making their decision.

Prerequisites

Create "Legal Team" and "Finance Team" groups, and set up the Sales manager department hierarchy.