What you'll learn:
- Build a conditional approval workflow that routes requests to the right person based on what was submitted, without ant manual hand-off
- Set up automatic notifications so approvers get alerted instantly and requesters stay updated without asking
- Create a real-time dashboard that shows every open, approved, and rejected request at a glance
- Configure multi-level approval chains, route low-value requests to a manager and high-value ones to finance, automatically
- Design an approver experience that requires no login, approvers click one link, review the request, and decide
- Handle edge cases with conditional logic: escalations, reminders, and auto-close on no response
- Walk away with two free templates your team can deploy the same day
About this webinar
Approval processes fail when they live in email. Requests get buried. Approvers forget. Requesters don't know what happened. And by the time someone follows up, the original context is three threads deep.
In this live session, we'll build a complete 3-step expense approval workflow from scratch inside Formaloo, including conditional routing logic, automatic notifications for approvers and requesters, and a dashboard that closes the loop on every decision. You'll see exactly how it works, and you'll be able to copy it for your team immediately.
This session is built for operations managers, HR leads, and department heads who handle recurring approvals like expense requests, leave requests, vendor onboarding, compliance sign-offs, and want a structured system that runs without constant oversight.
