Recipe: Automate Card Issuance for Managers ⚡

  1. Boost your team's agility by setting up an automated approval flow. This "recipe" ensures that whenever a Manager requests a card, it is issued instantly without the need for manual approval from an Admin or Owner.

    Configuration Steps

    1. New Flow: Go to Approval Settings and click "Create New Flow".

    2. Conditions: Add "Requester Role" and select "Managers".

       

    3. Approval Logic: Under the approvers' section, select "Automatic Approval".

    4. Save: Click "Create" to activate the rule.

       

    Strategic Benefit

    GoalOutcome
    Operational SpeedCards are available for business use the second they are requested.
    Reduced OverheadOwners and Admins save time by eliminating routine manual approvals.

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.