Purchase Approval
Purchase Approval Workflow with an Approval Matrix. Requests route to the right approvers by amount, with a budget check, a supplier bank check, an approval trail and a payment schedule. Free to clone.
Purchase Approval is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Workflows
This Taskade Genesis app includes 7 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Guide Helper and Finance Desk. Its automations include Monthly spend report, Check a submitted request and Weekday slow requests.
by @john
What you can do with Purchase Approval
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Purchase Approval works
- Monthly spend report: when On the 1st of each month at 8:00 AM, then Find the "Finance manager email" setting and Read the "Finance manager email" setting.
- Check a submitted request: when a request is submitted, then Read the request and Ask Finance Desk to check the rules.
- Weekday slow requests: when Every weekday at 9:00 AM, then Find the "Finance manager email" setting and Read the "Finance manager email" setting.
Built with Taskade Genesis
- Category: Workflows
- AI agents: Guide Helper, Finance Desk
- Automations: Monthly spend report, Check a submitted request, Weekday slow requests
- Workspace: 7 projects, 2 AI agents, 4 automations