Sends a new vendor request to the department head, adds finance for $10,000 or more a year, then logs approved vendors.
Uses
Airtable
Fillout
Gmail
Vendor approval by spend
FilloutWhen a Fillout form receives a new response. Save it as request.When a Fillout form receives a new response. Save it as request.
Finance approver's emailSet financeEmail to blank.
Department head approves the vendorRequest approval: Approve new vendor request.answers["Vendor name"] Save it as head_decision.
Who to ask: request.answers["Department head email"]
Prepared by: request.answers["Requester email"]request.answers["Requester email"] wants to use request.answers["Vendor name"] for request.answers["What they provide"]. Expected yearly spend: request.answers["Yearly spend"].Vendor approvedSet vendor_approved to head_decision.approved.
If head_decision.approved is yes and request.answers["Yearly spend"] is greater…If head_decision.approved is yes and request.answers["Yearly spend"] is greater…Yes
Finance approves the large vendorRequest approval: Approve new vendor request.answers["Vendor name"] ($10,000 or more a year) Save it as finance_decision.
Who to ask: financeEmailDepartment head approved. Expected yearly spend: request.answers["Yearly spend"]. Needed for request.answers["What they provide"].
Change vendor_approved to finance_decision.approved.Change vendor_approved to finance_decision.approved.No
No steps
If vendor_approved is yesIf vendor_approved is yesYes
Add the vendor to AirtableAdd a record to Vendors. Save it as vendor_record.AirtableNo
No steps
Approved or not approvedUse approved if vendor_approved is yes, otherwise not approved and save it as outcome.Tell the requesterSend an email to request.answers["Requester email"]. Save it as requester_email.
Subject: request.answers["Vendor name"] was outcomeYour request to use request.answers["Vendor name"] was outcome.Gmail