Notify your team of approved vendor requests

💡 You must have an existing form that support approval flows to set up this workflow

With the help of DailyBot Workflows, you can automatically handle internal vendor requests from your chat. In this article, we're going to use six easy steps to notify your security team of incoming requests in a channel. All it takes is 5-10 minutes to configure it. Keep reading to learn more:

Step 1

Go to the main menu and click Automation & Add-Ons

Step 2

Select the tab Workflows in the top right side of your screen, then click Create Workflow 

Step 3

In the new wizard, fill out the basic details of your workflow, including selecting the trigger "Form record is approved"

Step 4

Select the form you want to use for vendor approvals from the search bar, then click Save trigger

Step 5

Select the action you want to use to notify the security team of all incoming vendor requests that were approved by someone. In our case, we'll use "Send a chat message" to send an alert to a channel called #security-updates whenever a new request gets approved in the form we selected above.

Step 6

Add a message letting the security team know that a new request was just approved. We're going to add a 1-minute delay in our example to make sure that the message comes after the report is submitted, just not right after. 

In "Channels (that will receive the message)" we search for the name(s) of the channel(s) involved in this workflow before we hit Save Action.

You can save your workflow now! It will start running immediately and it will notify the channel(s) you selected of new approved requests moving forward. You're on a roll.

→ Learn more about Workflows and Add-ons here to help you automate more tasks at work.