Workflow approvals for purchasing and procurement

Purpose

1.1. Automate and streamline purchasing and procurement workflow approvals within a Dacia dealership’s corporate operations.
1.2. Ensure compliance, transparency, and efficiency by automating multi-level approvals, budget checks, and documentation.
1.3. Remove bottlenecks, reduce manual workload, and enable real-time monitoring and automating escalations for unapproved requests.
1.4. Maintain a clear digital audit trail for internal and external audits in a Dacia dealership context.
1.5. Automate collaborative decision-making by routing requests to department heads, finance, or executive teams using diverse enterprise systems.

Trigger Conditions

2.1. Submission of new purchase or procurement request form by staff.
2.2. Received invoice exceeding predefined budget limit.
2.3. Contract renewal or new supplier onboarding initiated.
2.4. Expiry of pending request after a specified SLA.
2.5. Manager or finance approval/rejection event.

Platform Variants

3.1. Microsoft Power Automate
- Feature/Setting: Automate with "Start an approval" flow; connect with SharePoint and Outlook for document routing and notification.
3.2. Google Workspace (Apps Script + Gmail + Google Forms)
- Feature/Setting: Apps Script automates Google Sheets updates and Gmail approval requests on form submission.
3.3. SAP Ariba
- Feature/Setting: Configure "Approval Workflows" API for automated requisition routing and escalations.
3.4. Oracle Procurement Cloud
- Feature/Setting: Use BPM Worklist to automate approval rules and notification triggers for purchasing events.
3.5. DocuSign
- Feature/Setting: Automated workflow via eSignature API triggers for internal contract or PO approval.
3.6. ServiceNow
- Feature/Setting: Use Workflow Automator to auto-route approvals and send status updates in the procurement module.
3.7. Slack
- Feature/Setting: Automate message-based approval requests via Slack Workflows/Workflow Builder for purchasing notifications.
3.8. Salesforce
- Feature/Setting: Automate approval processes using Salesforce Approval Process and Flow Builder in Opportunity or Quote objects.
3.9. Jira Service Management
- Feature/Setting: Utilize Automation Rules and Approval Workflows for ticket-based procurement requests.
3.10. Monday.com
- Feature/Setting: Automate board-level approvals with customizable automation recipes and status changes.
3.11. Trello
- Feature/Setting: Automate card assignment and approval checklists via Butler automation and webhook triggers.
3.12. Asana
- Feature/Setting: Automate task approvals using Rules to move or assign upon approval action.
3.13. Smartsheet
- Feature/Setting: Configure automated approval workflows using the "Request an approval" feature.
3.14. ClickUp
- Feature/Setting: Automate task approval processes and user notifications via ClickUp Automations.
3.15. Zendesk
- Feature/Setting: Use Zendesk triggers to automate updating procurement ticket status on approval.
3.16. HubSpot
- Feature/Setting: Automate deal or ticket approvals with HubSpot Workflows and "Deal Stage" triggers.
3.17. Freshservice
- Feature/Setting: Automate purchase request approvals through custom workflows and notification rules.
3.18. AWS Lambda
- Feature/Setting: Trigger Lambda function to automate backend approval criteria checking and notifications.
3.19. Twilio
- Feature/Setting: Automate SMS approval/request notifications with Twilio Messaging API.
3.20. SendGrid
- Feature/Setting: Automate custom email flows for purchase approval notifications via SendGrid Email API.
3.21. Zoho Creator
- Feature/Setting: Automate multi-stage purchasing approvals with Zoho Creator Workflow Rules.
3.22. Odoo
- Feature/Setting: Configure automated purchase approval routes using Odoo’s Purchase Agreements workflow.

Benefits

4.1. Automate routine, repetitive purchasing approvals to reduce processing times and manual errors.
4.2. Automated escalations decrease stalled or missed approvals and increase overall accountability.
4.3. Automated documentation and audit trails meet compliance for Dacia dealership requirements.
4.4. Improve team productivity by automating status notifications and reminders across systems.
4.5. Increase transparency via visible and automated status tracking for all requests.
4.6. Enhance control by automating budget limit checks and workflow conditions tailored for Dacia internal operations.
4.7. Integrate and automate approval flows with upstream and downstream business applications, centralizing purchasing data.