AI governance for workflow automation and audit-ready operations
A governance layer for AI-driven operations: policies permissions and audit-ready execution.
AI governance that keeps automation safe, reviewable, and auditable
AI is most valuable when it can propose and execute actions across CRM, billing, and finance. It becomes risky when decisions cannot be traced, approvals are bypassed, or data access is unclear. Sanka is designed to keep AI-driven operations inside governed workflows: policy checks, human approvals, and an always-on audit trail.
Define what AI can do, when it can do it, and which changes require review before they apply.
Route exceptions to approvers with thresholds and reviewer history so decisions stay defensible.
Trace what changed, who approved it, and which inputs were used to reach a decision.
What to govern: inputs, actions, and data access
AI governance is not one feature. It is a set of controls that make automation predictable in real operations.
- Inputs: which records and fields AI can use as context
- Actions: which operations are allowed (create, update, approve, export)
- Exceptions: what requires approval (amount thresholds, term changes, overrides)
- Validation: checks before execution and after execution
- Observability: logs, retries, and clear failure states
| Governance surface | Why it matters | Example |
|---|---|---|
| Policy checks | Prevent invalid or non-compliant actions | Block a payment-term change when required fields are missing |
| Approval gates | Reduce financial and compliance risk | Require finance review above a discount threshold |
| Audit history | Makes decisions defensible | Record who approved a reversal and when |
| Deterministic execution | Keeps automation predictable | Idempotent runs avoid duplicate invoices |
[PROPOSE] Update invoice terms for "Acme"
-> Reason: contract renewal
[WAIT] Approval required: payment terms change
[OK] Approved by Finance Manager
-> Applied update
-> Logged to audit trail
Governance primitives you can reuse everywhere
Apply the same controls across quote-to-cash, procure-to-pay, and close workflows.
Role-based access for who can draft, approve, and execute actions.
Threshold-based review for financial and operational exceptions.
Trace inputs, decisions, and outputs across connected systems.
Implementation checklist
Start small, prove safety and traceability, then expand to more actions.
- Define guardrails: list allowed actions and the fields that require approval.
- Map ownership: decide who approves what (sales manager, finance, ops, IT).
- Standardize triggers: choose events (stage change, order created, payment received).
- Operationalize monitoring: review failures, retries, and exception queues weekly.
Helpful docs: Developer API