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Workflow template

Route large expense claims to a manager

Logs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.

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How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Each new response submitted to the Typeform form whose id you ask me for.

Then

  1. Add the person, amount, category, and receipt link as a row in the Google Sheets spreadsheet id you choose in setup, skipping claims already there.
  2. Flag each new claim over 200 for approval.
  3. Send the flagged claim details to the Slack user id you choose in setup, once per claim.

Apps it connects

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