Equipment requests: employee check, manager approval, hand-off to procurement

An employee fills in a form — the scenario verifies them against your database, finds their manager, emails the request for approval with buttons, and hands approved ones to procurement.

  • The employee is verified against your database — outside requests don't get through
  • The manager is found automatically; nobody has to remember who reports to whom
  • Approval is two buttons in an email, with no back-and-forth
  • Approved requests go to procurement immediately; rejected ones come back with an answer
n8n Form

How it works

To pass leads from SeaTable to SendGrid automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Question form
  2. Then: Get Employee
  3. Check: If
  4. If yes: Return Employee not found
  5. If no: Employee data
  6. Then: Get request information
  7. Check: Merge Employee data and request
  8. Check: Approval request message
  9. If yes: Create approval message
  10. Check: Data and message
  11. Then: End employee request
  12. Then: Send request to approve
  13. Check: Request approved?
  14. If yes: Notify approved request
  15. If yes: Create request approved message
  16. If no: Notify denied request
  17. If no: Create request message
  18. Then: End manager request
  19. Check: Is approval required?
  20. If yes: Get Manager
  21. Then: Set Manager field
  22. Check: Employee and Manager
  23. Then: OpenAI Chat Model
  24. Then: Structured Output Parser
  25. Then: OpenAI Chat Model1
  26. Then: Structured Output Parser1
  27. Then: OpenAI Chat Model2
  28. Then: Structured Output Parser2

You can launch this SeaTable + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.