Workflow Automation for Approvals and Alerts
Build approval chains, triggers, escalations and scheduled reports without custom code.
For operations leads standardising who approves what, and when.
- TriggerLow stock: item below reorder level
- ActionCreate purchase request
- ApprovalManager approval
- ActionCreate purchase order
- NotificationNotify purchasing team
- TriggerNew order received
- ConditionOrder within credit limit?
- ApprovalSales head if over limit
- ActionCreate invoice
- NotificationSend eBill on WhatsApp
What is included
Workflow Automation capabilities
Capabilities are activated per module, so you enable what your business uses.
Workflow automation
- Workflow builder
- Event triggers
- Approval hierarchy and multi-level approvals
- Escalations and SLA timers
- Scheduled reports
- Automated notifications
Related
Works together with
Purchase Management
Requisition to payment: purchase orders, GRN, three-way matching, approvals, vendor contracts and a vendor…
Learn more →HRMS
Employee lifecycle, biometric/RFID/GPS attendance, payroll with PF, ESI and TDS, self-service, appraisals and…
Learn more →Business Intelligence
KPI dashboards, drill-down reports, forecasting and anomaly detection on live operational data.
Learn more →See Trezant on your own workflow.
Tell us about your business and we will walk through the modules that fit.