Notify your financial team of approved expense requests

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

With the help of DailyBot Workflows, you can notify your financial team of approved expense requests in real time. In this article, we're going to use six simple steps to notify them of these requests in a channel designated to this purpose – the best part? All communications are handled in chat! And it will only take you five to ten minutes to configure it:

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 expense approvals from the search bar, then click Save trigger

Step 5

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

Step 6

Add a message letting the financial team know that a new expense request was just approved and some follow-up action is needed. 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.