How do I set up smart approval workflows?

Smart approval workflows are essential for efficient decision-making and operational flow


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


  1. Login to Kloo
  2. Navigate to 'Settings'
  3. Select 'Smart approvals'
  4. Select a tab depending on what module you want to make the workflow for
  5. Scroll down and select 'Create new workflow'
  6. 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.