Workflows – Automating Sending of Expenditure Approval Emails

With FacilityBot’s intuitive workflow creator, managers can automate the sending of expenditure approval emails to the appropriate approver. 

Creating the Workflow

  • Log in to FacilityBot Manager Portal.
  • Go to “Features” and select “Workflows”.
  • Click on the “+ New Workflow” button on the upper right.
  • Select the “Expenditure Request Created” from the Events menu.
  • Enter the range of expenditure values that the approver is authorized to approve
  • Select either 
    • (a) “Approve”: If the expenditure value that can be immediately approved 
    • (b) “Seek Approval From”: If the approver already has a FacilityBot account
    • (c) “Send Approval Email To“: If the approver does not have a FacilityBot account. Click “+ Add button” add email addresses.
  • Once done, click on the “Save” button. 
  • With this workflow in place, whenever an expenditure request is created within the specified expenditure range, an email will be automatically sent to the approver for approval.