Smart approval workflows are essential for efficient decision-making and operational flow
Introduction
By setting up these workflows, businesses can ensure that approvals are handled swiftly and by the appropriate personnel, reducing bottlenecks and improving productivity. Here's a step-by-step guide on how to configure smart approval workflows in your system.
Please note the below process can only be accessed by Organisation Admins
Instructions
- Login to Kloo
- Navigate to 'Settings'
- Select 'Smart approvals'
- Select a tab depending on what module you want to make the workflow for
- Scroll down and select 'Create new workflow'
- Input the necessary information
💻 Follow a demo here.
Workflow assignment automation can also be managed in the module above, where you can determine a field (e.g. Supplier) can be used to trigger the automation for assigning invoices or POs to a workflow.
