Route purchase requests by amount, with a department budget check

Each purchase request is validated, emailed to the right approver based on the amount and checked against the department's budget. A breach triggers an instant chat warning.

  • The approver is chosen by amount, not from memory
  • Budget breaches surface before approval
  • Every request lands in the register
  • The requester gets a confirmation it was received
Webhook
Set it upScriptera

How it works

To connect botHelp and Gmail, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: PO Submission Webhook
  2. Then: Parse PO Payload
  3. Check: Valid PO Request
  4. If yes: Enrich & Classify PO
  5. Check: Route by Approval Tier
  6. If yes: Email Low-Tier Approver
  7. Then: Read Department Budget
  8. Check: Budget Breach Check
  9. If yes: Send Budget Breach Alert
  10. Then: Log PO to Tracker Sheet
  11. Then: Send Requester Confirmation
  12. If no: Email Mid-Tier Approver
  13. If no: Email High-Tier Approver
  14. If no: Alert Invalid Submission

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

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