Overview
Notifications triggered by workflows are automated alerts sent to users and admins based on specific process events, tasks, or milestones. These notifications ensure timely updates, and prompt actions, and keep all stakeholders informed throughout a workflow. The goal is to ensure that our users are informed about various tasks and activities on the platform tailored to their roles.
The workflow notifications are sent to the following recipients:
Requester
Admin
Task Owner
Request Owner
Custom Emails or Channels (like Slack)
If you have opted for Spendflo to assist with negotiations in your Procurements, you will receive notifications based on your role below:
Key Benefits
Real-Time Updates: Users receive notifications about critical events such as approvals, escalations, or bottlenecks, enabling them to manage workflows efficiently.
Actionable Insights: Notifications alert admins about task completion, delays, or upcoming deadlines, helping them track progress and maintain smooth operations.
Compliance and Oversight: Alerts for renewals, policy changes, or compliance requirements help admins stay proactive and avoid disruptions.
Task Reminders: Users are notified of upcoming or overdue tasks, ensuring they remain on top of their responsibilities.
Smooth Progression: Notifications guide users through workflow stages, clarifying the next steps and preventing delays.
Collaboration: Workflow notifications keep team members aligned, updating them on shared tasks or completed actions that impact the broader team.
Workflow Notification Triggers
The following events from the workflows are various triggers for the notifications from the Spendflo platform:
Task Assignment
Task Due (sent one day prior)
Task Completion/Approval
Task Denial
Task Overdue
Task Due Date Changes
Task Owner Changes
Comments on Task
Request Assignment
Request Overdue
Request Cancellation
Request Due Date Changes
Notifications Examples
Here are some examples of how the notifications look, once triggered from the Spendflo platform:
1. Slack Notification
Note: To receive Slack notifications, the user must have installed the Spendflo App on Slack.
2. Task Assigned Notification
3. Task Due Reminder Notification
4. Task Overdue Notification
5. Cancellation of Request Notification
In case of any further assistance, kindly contact your dedicated Customer Success manager.
To learn more about Spendflo’s Workflows, click here.
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