Managing expense approvals can be a time-consuming process. Emails get lost, approvals are delayed, and tracking becomes a hassle. Fortunately, Slack Workflows can automate this process, making approvals seamless, efficient, and error-free. In this blog, we’ll walk you through setting up an automated workflow for finance and expense approvals using Slack.
Why Automate Expense Approvals in Slack?
By leveraging Slack workflows, you can:
- Simplify the approval process.
- Eliminate email chains.
- Reduce approval delays.
- Improve tracking and accountability.
Step 1: Open Workflow Builder
- In Slack, click on your workspace name in the top-left.
- Navigate to Tools > Workflow Builder.
- Click Create to start a new workflow.
Step 2: Trigger: Starts from a link in Slack
Step 3: Collect info in a form- Collect employee details and expense information in a form for the approval.
STEP 4: Send a message to the person- Confirm the employee that his request has been made and if approved, he will receive the message in 2-5 minutes only.
STEP 5: Send a message to the person- Send the message to the employee’s manager about the request made and let him accept or reject the request.
STEP 6: Send the message to a person- Inform the employee about the approval exception.
STEP 7: Now Publish the workflow
Final workflow should look like this:
OUTPUT
Link shared in the employees channel if anyone want to get their expenses approved.
Confirmation received by the employee that his/her request has been submitted.
Message received by his/her manager for expense approval.
Confirmation message to the employee for request being approved/accepted.
Impacts Enhances Visibility, Quick, seamless processing for employees, managers, and finance teams.
Conclusion
Automating expense approvals in Slack eliminates inefficiencies and makes the process smoother for employees, managers, and finance teams. With this workflow, you can ensure requests are handled promptly without the hassle of email approvals.
Start automating your finance processes today and boost productivity with Slack workflows!
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