What Can You Do With This Automation?
Streamline routine decision-making by automatically approving requests based on predefined criteria.
Reduce administrative workload, allowing your team to focus on strategic initiatives.
Ensure compliance and consistency by applying standardized approval workflows.
Enhance transparency and accountability with a clear audit trail of approvals.
Accelerate response times by having AI handle requests outside of working hours.
Use Cases For Automated Approval Processes
Human Resources: Automate approvals for employee leave requests, onboarding documents, or expense reimbursements.
Procurement: Speed up purchase order approvals and repetitive supplier contract reviews.
Finance: Streamline approval processes for budget allocations and expense reports.
Project Management: Automate the green-lighting process for project proposals and milestone completions.
Customer Support: Efficiently manage the approval of service requests or adjustments to customer accounts.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.