Route vendor spend requests to approvers
Set up an automated approval workflow that matches each vendor spend request to your approval matrix by type, department, and amount, then assigns the purchase requisition approval to the right approver as a tracked task.
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When an employee submits a vendor spend request through [intake form tool], read the request type, requesting department, and requested amount from the submission. Look up that combination against an approval routing matrix stored in [routing rules source, e.g. finance spreadsheet or database] to resolve the single approver who owns requests of that type, department, and amount band. Create a request record in [approval tracking tool] containing the vendor, request type, department, amount, justification, and requester, assign it to the resolved approver, and set its status to awaiting approval. Then notify that approver through [notification channel, e.g. company chat or email] with the request details and a link to the record so they can set the decision.
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Problem
Finance teams receive vendor spend requests from employees across departments and manually work out who owns each approval based on the request type, the requesting department, and the amount. Requests sit in inboxes while someone figures out where to send them, and misrouted requests reach the wrong approver and start over.
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Solution
When an employee submits a vendor spend request through an intake form, the automation reads the request type, requesting department, and amount, then matches that combination against a routing rules table to resolve the correct approver. It creates a request record in the approval tracker, assigns it to that approver, and sets its status to awaiting approval. The assigned approver is notified with the request details and a link to the record so they can set the decision.
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Impact
Every vendor spend request lands with the correct approver as soon as it is submitted, with a tracked record of what is pending and who owns the decision.
Benefits
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Correct approver every time
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Faster approval routing
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Consistent policy enforcement
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Fewer misrouted requests
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Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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