General finance department request
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
In the scenario below, a Finance department wants to avoid “ping pong” emails where a request is handled via multiple interdepartmental emails. We’ve set up a simple request form to gather information to process before selecting the best finance staffer to handle it. We’ve included the ability to send a request back for more information if needed. You can read more about this process and routing based on skills here.
Form
Process
