product hacks

Request an approval based on predefined business rules

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Use automation to speed up your automation flows

Expected results:

Save time with efficient and automated approval flows.

What is this useful for?

Based on your business rules, demand approval from other teams or managers so that requests can flow smoothly and warrant better alignment and quality. 

Example: the value of purchase that demands approval from the manager.

Before you get started you'll need to:

Make sure the first phase of your pipe doesn't have any mandatory fields and Create an 'approval' phase.

How to:

Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen).


Click on 'create new automation'; Our event will be when a card is created in the pipe purchase process. We'll add the condition that the purchase value is more than U$D500;


Our action is to move the card to the Approval phase so that the manager in charge of the process knows that that request demands his/her attention.


Let's name and save the automation and from now on, every time a new purchase request over U$D500 is created, it'll be automatically moved to the 'approval' phase.

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