How do I set up smart approval workflows?

This action can be performed by OAs only

Introduction

In the contemporary business landscape, 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.

Instructions

  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.