Small expense claims are approved automatically; claims over $500 go to your finance manager.

EZEric Zeng · 1 workflow · Updated Nov 13, 2026

UsesGmailGoogle FormsGoogle Sheets

Approve expense claims from a Google Form by amount

Google FormsGoogle FormsWhen someone answers the form. Save it as claim.When someone answers the form. Save it as claim.
ValuesExpenses sheetSet sheetUrl to blank.
ValuesFinance manager's emailSet financeManager to blank.
ValuesDecision on the claimSet decision to approved.
Decisions & LoopsIf claim.answers.Amount is greater than 500If claim.answers.Amount is greater than 500
Yes
ApprovalsFinance manager signs off the claimRequest approval: Approve claim.answers["Your name"]'s expense claim of $claim.answers.Amount Save it as review. Who to ask: financeManager Prepared by: claim.respondent_emailFrom claim.answers["Your name"]: claim.answers["What was it for?"] ($claim.answers.Amount)
ValuesChange decision to review.decision.Change decision to review.decision.
No
No steps
Google SheetsRecord the claimAdd a row in sheetUrl. Save it as logged.Google Sheets
GmailTell the employeeSend an email to claim.respondent_email. Save it as told. Subject: Your expense claim was decisionHi claim.answers["Your name"], Your expense claim of $claim.answers.Amount for claim.answers["What was it for?"] was decision. Thanks, FinanceGmail