Finance requests need a manager's approval
Every email sent to your finance alias (payment requests, expense claims) opens an approval. Once approved, a confirmation is sent to the requester and the email is filed under Approved; a rejection drafts a polite answer explaining what is missing.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 5
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Finance request
trigger.email· Or filter on your finance alias with to.emails. -
2
Manager approval
flow.approval -
3
Confirm to the requester
mail.send -
4
File under Approved
mail.move -
5
Draft the decline
mail.compose
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Confirm to the requester · mailbox
- Folders, calendars and other resources to choose
- File under Approved · addLabels.0.folder
See also
More in Approvals
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- Approvals Official Quotes above 10,000 EUR: double approval Reads each quote emailed for release (PDF). Above 10,000 EUR it needs two approvals in a row: sales manager, then finance director, who sees... OpenAI
- Approvals Official Purchase request: approval, then the order is sent A team member emails a purchase request. The AI extracts item, quantity, supplier, total and cost centre; the purchasing manager approves. O... OpenAI Tables