What Can You Do With This Automation?
With Taskade’s approval processes automation, you can:
Automatically route documents and tasks to the right approvers, reducing delays.
Track the status of approval requests in real-time, ensuring transparency and accountability.
Set up multi-level approval workflows to handle complex processes with ease.
Receive instant notifications for pending approvals, keeping the process moving smoothly.
Customize approval workflows to match your specific business requirements and preferences.
Use Cases For Automating Approval Processes
Potential use cases for Taskade’s approval processes automation include:
Project Management: Speed up project approvals by automating the routing of tasks and documents to the relevant stakeholders.
Human Resources: Streamline HR processes such as leave requests, expense approvals, and policy updates with automated workflows.
Procurement: Accelerate procurement cycles by automating the approval of purchase orders and vendor contracts.
Marketing Campaigns: Ensure timely approvals for campaign materials, budgets, and strategies to keep marketing initiatives on schedule.
Finance: Simplify financial approvals, including budget allocations, expense reports, and funding requests, for more efficient financial management.
How To Use This Automation
Here’s how to set up your first Taskade 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.