An AI IT review routing agent identifies requests that involve technology, such as software, devices, cloud services or integrations, and applies the triggers your IT team has defined.
A request touches systems, devices or accounts.
The agent reads hosting, access and integration detail.
It checks existing tools and standards.
It prepares a short brief for IT.
IT checks fit, support and integration.
IT's answer stays on the request.
It gathers what IT needs to assess: the product, the users, the systems it connects to, the hosting model, the support needs and any similar tools already in use.
The case goes to the IT queue with the reason. The agent does not approve the technology or configure anything.
IT inherits the support burden of whatever the business buys, yet often hears about purchases only after they have been made.
Teams buy technology directly and IT finds out when something breaks.
Nobody asked whether the tool must connect to identity, finance or data systems.
A new tool duplicates one the company already supports.
Nobody decides who will administer the tool, or how licences are assigned.
IT must go back and ask what the tool does and who uses it.
The agent applies IT's triggers to the category and description of each request.
It collects the product, users, hosting, integrations and support needs from the request and quote.
It looks at existing software and approved tools for ones that serve the same need.
A short summary states what is requested, what is already in place and the questions for IT.
The case goes to the right IT queue, and its status is shown to the requester.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Routing | Requests reach IT by forwarded email. | Requests are routed to IT when technical triggers apply. |
| Information | IT has to ask what the tool does and who uses it. | The brief states function, users, access and integrations. |
| Overlap | IT learns of overlapping tools after purchase. | Existing tools with similar function are listed in the brief. |
| Support | Support needs are discovered after go-live. | Support and admin ownership questions are raised up front. |
| Status | Requesters do not know IT has the request. | The request shows that IT review is pending. |
| If | Then | Who decides |
|---|---|---|
| Tool needs single sign-on or user provisioning | Route to IT with the identity requirements | IT decides |
| Tool installs software on company devices | Flag for endpoint review | IT endpoint lead decides |
| Tool overlaps an approved application | Show the overlap | IT chooses whether to proceed |
| Tool needs an integration with a core system | Describe the integration need | IT and security decide |
| Tool is a simple web app with no integration | Mark low technical impact | IT lead sets the skip rule |
| Request does not say who will administer the tool | Ask the requester | Requester or their manager names an owner |
A team plans to run it alone. The agent notes this and IT decides whether to accept it unsupported.
Hardware requests need standard models and asset tracking. The agent routes to IT and IT decides model and tracking.
A migration adds work. The agent links the retiring tool and IT plans the move.
The location may matter for policy. The agent marks it open and the buyer asks the vendor.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Agree which technical features send a request to IT.
Prepare briefs and let buyers forward them.
Send to IT automatically when the brief is accepted as complete.
Add checks against the application inventory.
It shows how often the review finds that a similar tool is already available. A rate near zero may mean the software inventory is incomplete.
Quick answers to what people ask most about IT review routing.
Book a demoIt is sending a technology purchase to IT for a check on fit, integration, support and overlap. An AI agent identifies which requests need it, gathers the technical details and routes them.
No. It routes and prepares the case. IT decides on fit and support, and approvers decide on the spend.
From your contract, vendor and software records. The check is only as complete as that inventory.
IT review covers fit, integration, support and overlap. Security review covers vendor risk and data protection. A request may go to both, with each asked its own question.
Security review routing is the step that decides whether a purchase needs a vendor security assessment and sends it to the security team with the facts they need.
→Finance approval is the step where the finance team confirms that a purchase is properly coded, within budget and on acceptable payment terms.
→Legal review routing is the step that decides whether a purchase needs legal review and sends it to the right person with the right documents.
→Expedited approval is the fast-track route that lets an urgent purchase skip the normal queue while still meeting policy.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
