Approval workflows
Collect requests and evidence, route them through multi-stage approvals, and keep a complete record of every decision, built for teams running high-volume or high-stakes approvals.
8 articles
- How to build an approval audit trail and compliance dashboard in FormalooLearn how to build an approval audit trail and compliance dashboard in Formaloo, with decision logic, an auto-generated PDF record, and a searchable dashboard.
- How to build an IT equipment and access request intake with approval status tracking in FormalooLearn how to build an IT equipment and access request intake in Formaloo: a status-tracked form, automated confirmation and decision emails, a generated PDF record, and a role-based portal for…
- How to build a purchase requisition and PO approval workflow with AI-summarized vendor evidence in FormalooLearn how to build a purchase requisition and PO approval workflow in Formaloo, with AI-summarized vendor evidence, spend-based routing, and a PDF purchase order.
- How to automatically notify talent managers when a creator submits a new brand partnership request in FormalooLearn how to automatically notify a talent manager when a creator submits a new brand partnership request in Formaloo, using a custom email template, a PDF record, and On submit…
- How to build a rental application approval workflow with AI-assisted tenant screening in FormalooLearn how to build a rental application workflow in Formaloo with a private AI screening summary, multi-stage approval between a leasing agent and property manager, automatic decision emails, and a…
- How to route academic petitions to the right university office automatically in FormalooLearn how to automatically route academic petitions to the right university office in Formaloo, using a single petition type field, conditional Send email rules, and a fallback for anything else.
- How to turn vendor risk exception approvals into audit-ready PDF records in FormalooLearn how to auto-generate a signed, audit-ready PDF the instant a vendor risk exception is approved in Formaloo, then automatically email it to the requester.
- How to manage employee leave requests and approvals end to end in FormalooLearn how to build an employee leave request workflow in Formaloo, with manager-email routing, an AI-flagged coverage check, and automatic approval emails.