📥 Trigger: Start Expense Approval

Begin the workflow whenever a new expense report is submitted for approval. This ensures every request is captured instantly.

🛎️ Step 1: Request Approval in Slack

Send an approval request to your team in Slack with options to Accept or Reject. The message is posted in the chosen channel, helping managers provide quick feedback.

✅ Step 2: Approved Expenses Added to QuickBooks

If the expense is accepted, automatically create a new invoice in QuickBooks with the provided details. This saves time and avoids manual data entry errors.

❌ Step 3: Notify Rejection via Gmail

If the expense is rejected, an automatic email is sent via Gmail to the requester notifying them of the rejection. This keeps everyone updated and reduces back-and-forth communication.

📊 Step 4: Log All Expenses in Google Sheets

Regardless of approval or rejection, all expense reports are added to a designated Google Sheet. This creates a searchable record for accounting and reviews.

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Boost your team's efficiency and transparency—automate your expense approval process today!