Automate Approval Processes

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:

1. Go to the “Automations” tab in your workspace.
2. Click ➕ Add automation ➡ choose a template or start from scratch.
3. Click ➕ Add Trigger and define the conditions.
4. Click ➕ Add Action and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.