How To Create an Approval Workflow in Less Than 15 Min
April 20th, 2018 • workflow
The idea of automating workflows may be daunting if you’ve never used a workflow process software before. It may be hard to imagine how a non-human system can take care of an end-to-end process without needing any manual supervision. Most workflows require some kind of approval built into them.
Creating an approval workflow is actually one of the easiest use cases with KiSSFLOW, and much easier than any paper form you are using now. In fact, you can get a complete approval workflow created in as little as 15 minutes.
Common Workflow Woes
Let’s start with something simple like an invoice approval process. Sales and finance managers might spend a lot of their time rubber-stamping every invoice that comes across their desk in order to increase transparency and cut down on errors. If you aren’t using paper forms to manage your workflow process, those same managers are likely writing ‘Approved’ on lots of emails that jam their system. When an invoice needs to be changed, it can be nearly impossible to track its progress and follow up.
While invoice approvals are important, sales and finance managers don’t need to spend so much mental energy and time worrying about them. When invoices are sent back for changes, an unstructured process will undoubtedly spew out more errors.
Bring in a Professional
KiSSFLOW is already world-famous with over 10,000 enterprises big and small who use it for their approval workflow software. It’s a game changer for many of these companies because unlike traditional workflow process software, KiSSFLOW is inexpensive and user-friendly even to people with little technical expertise.
Here’s how easy it is to create approval workflows in KiSSFLOW.
Step 1: Start with a Form
Start with a form to display the necessary data. You could keep it super simple and just attach a PDF the invoice, or you could better integrate your workflow from start to finish by using fields like sequence numbers, auto-populating custom fields, and tables that calculate the invoice price based on quantity.
Step 2: Create a Workflow – Set actions
Then, create a workflow. This can be as simple as a one-step approval from a sales manager. The task owner gets an email notification (or a push notification on mobile), quickly reviews the data, and hits ‘Approve’.
Step 3: Bring in the stakeholders
If you want to try something a little more advanced, you can add other people on the workflow, allow for different sales reps to report into their respective managers, or add conditions where the CEO’s input will only be requested if an order is above a certain dollar amount.
Here’s a quick video that shows how easy to create approvals workflow with KiSSFLOW.
Try it Out For Yourself
Have you found yourself wondering if a simple automated workflow might be something that would ease the pressure in your department? Try KiSSFLOW for free today and see immediately how easy it is to set up and customize approval workflows for your team.