Gifts & Entertainment Approval Workflow
Power Automate / Forms / Excel
Multi-stage approval workflow with automated routing, notifications, escalations, and recordkeeping.
Request submitted
Threshold check
< USD 100
Auto-approve
≥ USD 100
Manager
03Compliance review
04Escalation (48h SLA)
05Notify requester
06Log to register
- Overview
- A multi-stage approval workflow for gifts and entertainment declarations, with threshold-based routing, reminders, escalation and a complete register.
- Problem
- Declarations were approved over email with no consistent threshold logic, no reminder mechanism and no reliable register for review or reporting.
- System architecture
- Form intake → flow orchestration → decision branches by value and role → register in Excel / list → reporting extract.
- Workflow
- Request → threshold check → auto-approve below limit, manager review above → compliance review → escalation on SLA breach → notification → register entry.
- Tools
- Power Automate / Forms / Excel
- Role
- Mapped the control requirements into branch logic, built the flow, and defined the register fields used for monitoring.
- Impact
- Consistent routing decisions, no lost approvals, and a register that can be sampled and reported on directly.
- Implementation notes
- All interfaces shown are representative reconstructions using fictitious sample data. No internal names, documents or confidential metrics are published.