Automation

Rule-based workflows that keep approvals, onboarding, and reminders running on autopilot.

Auto-approve small expenses

Expenses under $50 in the Office Supplies category skip manual review.

Expense submittedAuto-approve128 runs this month

Escalate stale approvals

Notify department heads when a request is pending for more than 5 days.

Approval pending 5+ daysNotify manager42 runs this month

Onboarding checklist

New hires automatically get IT, HR, and workspace access tasks.

Employee createdCreate tasks19 runs this month

Leave balance reminder

Remind employees with 10+ unused leave days at the end of each quarter.

Quarterly scheduleSend email6 runs this month

Overdue invoice follow-up

Automatically send a payment reminder 3 days after an invoice becomes overdue.

Invoice overdueSend reminder11 runs this month

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