Purpose
1. Automate internal requests (leave/supplies) by routing, tracking, and approving/rejecting via defined workflows.
2. Ensure compliance, visibility, recordkeeping, and notification throughout the request-approval lifecycle.
3. Enhance HR efficiency by automating repetitive, approval-heavy tasks for clothing wholesalers, reducing operational delays, avoiding manual bottlenecks, and enabling data-driven decisions.
Trigger Conditions
1. Employee submits a digital leave request form.
2. Staff completes a supplies requisition via internal portal or app.
3. Direct message to HR bot for new request intake.
4. Email with defined subject lines (e.g., “Leave Request” or “Supplies Needed”).
5. Imports from third-party HR or inventory systems.
6. Manager assigns a manual approval task.
Platform Variants
1. Microsoft Power Automate
- Feature/Setting: Use “Automated Cloud Flow” for form trigger and “Start an approval” action; connect to SharePoint for tracking requests.
2. Zapier
- Feature/Setting: “New Form Entry” (Typeform/Google Forms) as trigger, “Filter” for approvals, “Email by Zapier” for notifications.
3. Make (Integromat)
- Feature/Setting: Scenario built on HTTP module for APIs, Google Sheets for tracking, Gmail for emails, and Approvals via Slack/Teams modules.
4. Google Workspace (Apps Script)
- Feature/Setting: Apps Script to automate Google Form submissions; send approval emails via Gmail, write log to Google Sheets.
5. Slack
- Feature/Setting: Workflow Builder to automate channel command as request, route to manager for “Approve/Deny” action.
6. Microsoft Teams
- Feature/Setting: Power Automate Templates for “When a new item is added” in a list, trigger approval in Teams chat.
7. ServiceNow
- Feature/Setting: Automated Workflow Designer for request forms, custom approval steps, and SLA monitoring.
8. Jira Service Management
- Feature/Setting: Automations for “Issue Created” from internal request forms; automated transition to “Approved/Rejected”.
9. BambooHR
- Feature/Setting: Webhooks or API for leave request submissions, automated workflow for approvals, synced to payroll.
10. Workday
- Feature/Setting: Business Process Framework for request-approval automations, notifications via Workday Inbox.
11. Trello
- Feature/Setting: Butler Automation for card creation via form; custom rule for moving to “Approved” after manager action.
12. Asana
- Feature/Setting: “Rules” automation to convert form to task, custom fields for approval status, automated reminders.
13. Monday.com
- Feature/Setting: “Automations Center” to convert form submissions to pulse, automates updates to approvers.
14. Smartsheet
- Feature/Setting: Automated workflows from Forms, alert rule for each request, auto-update approval column.
15. ClickUp
- Feature/Setting: Automation for task creation from form, status change automation for approvals, notify requester.
16. Freshservice
- Feature/Setting: Service Request Workflow automation, multi-level approval with escalation.
17. Zoho People
- Feature/Setting: Automated approval workflow setup, API integration for leave/supply request submissions, notifications.
18. Google Chat
- Feature/Setting: Chatbot trigger for request form, automates follow-up with approval buttons to manager.
19. Salesforce
- Feature/Setting: Process Builder or Flow for automated submission/approval, email alerts, auto-update records.
20. DocuSign
- Feature/Setting: PowerForms for request intake, automate routing for digital signature and approval.
21. Airtable
- Feature/Setting: Form view triggers record, Airtable Automations to route and update approval fields.
Benefits
1. Automates, tracks, and audits internal HR requests at scale.
2. Accelerates approval cycles, automating the bottleneck removal process.
3. Enhances accuracy by reducing manual data entry using automation.
4. Enables real-time notifications for every stage of the automated workflow.
5. Ensures role-based, compliant approval logic—fully automatable for future internal needs.
6. Centralizes request data for automated reporting, analytics, and reconciliation.
7. Improves transparency, retention, and operational visibility with robust automation.