{"id":2546,"date":"2022-02-01T13:48:06","date_gmt":"2022-02-01T05:48:06","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=2546"},"modified":"2025-05-21T18:55:37","modified_gmt":"2025-05-21T10:55:37","slug":"workflows-automating-sending-of-expenditure-approval-emails","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/workflows\/workflows-automating-sending-of-expenditure-approval-emails\/","title":{"rendered":"Automating Sending of Expenditure Approval Emails"},"content":{"rendered":"\n<p>With FacilityBot\u2019s intuitive workflow creator, managers can automate the sending of expenditure approval emails to the appropriate approver.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Automate Sending of Expenditure Request\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/b3bGtDKu-dw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating the Workflow<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Manager Portal.<\/li>\n\n\n\n<li>Go to \u201cFeatures\u201d and select \u201cWorkflows\u201d.<\/li>\n\n\n\n<li>Click on the \u201c+ New Workflow\u201d button on the upper right.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34.png\" alt=\"\" class=\"wp-image-4453\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-300x137.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-768x351.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-920x420.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-230x105.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-350x160.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-34-480x219.png 480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the \u201cExpenditure Request Created\u201d from the Events menu.<\/li>\n\n\n\n<li>Enter the range of expenditure values that the approver is authorized to approve<\/li>\n\n\n\n<li>Select either\n<ul class=\"wp-block-list\">\n<li>(a) \u201cApprove\u201d: If the expenditure value that can be immediately approved&nbsp;<\/li>\n\n\n\n<li>(b) \u201cSeek Approval From\u201d: If the approver already has a FacilityBot account<\/li>\n\n\n\n<li>(c) \u201cSend Approval Email To\u201c: If the approver does not have a FacilityBot account. Click \u201c+ Add button\u201d add email addresses.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Once done, click on the \u201cSave\u201d button.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1.png\" alt=\"\" width=\"716\" height=\"400\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2.png\" alt=\"\" width=\"641\" height=\"358\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>With FacilityBot\u2019s intuitive workflow creator, managers can automate the sending of expenditure approval emails to the appropriate approver.&nbsp; Creating the Workflow<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[49],"class_list":["post-2546","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-workflows"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automating Sending of Expenditure Approval Emails - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/workflows\/workflows-automating-sending-of-expenditure-approval-emails\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automating Sending of Expenditure Approval Emails - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"With FacilityBot\u2019s intuitive workflow creator, managers can automate the sending of expenditure approval emails to the appropriate approver.&nbsp; 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