Platform Notifications

Overview

Notifications triggered by workflows are automated alerts sent to users and admins based on specific process events, tasks, or milestones. These notifications ensure timely updates, and prompt actions, and keep all stakeholders informed throughout a workflow. The goal is to ensure that our users are informed about various tasks and activities on the platform tailored to their roles.

The workflow notifications are sent to the following recipients:

Requester
Admin
Task Owner
Task Owner’s Manager
Task Owner’s Skip-level Manager
Custom Emails or Channels (like Slack)

If you have opted for Spendflo to assist with negotiations in your Procurements, you will receive notifications based on your role below:

Task Type	Task/ Request Action	Requester	Task Owner	Admin(s)
Intake Task	Task Assigned	NA	NA	NA
Intake Task	Task Due	NA	NA	NA
Intake Task	Task Overdue	NA	NA	NA
Intake Task	Task Denial	NA	NA	NA
Intake Task	Task Completion	✅	✅	✅
Completion Task	Task Assigned	⛔️	✅	⛔️
Completion Task	Task Due	⛔️	✅	⛔️
Completion Task	Task Overdue	✅	✅	✅
Completion Task	Task Denial	✅	✅	✅
Completion Task	Task Approval/ Completion	✅	✅	✅
Any other Task	Task Assigned	⛔️	✅	⛔️
Any other Task	Task Due	⛔️	✅	⛔️
Any other Task	Task Overdue	✅	✅	✅
Any other Task	Task Denial	✅	✅	✅
Any other Task	Task Approval/ Completion	✅	✅	⛔️
-	Request Cancellation	✅	✅	✅
-	Due Date Change	✅	✅	✅
-	Task Owner Change	✅	✅	✅
Any Task	Cord Comment on Task Thread	⛔️	✅	⛔️

Note: Admins & POCs will receive some additional notifications if you have opted for self serve mode.

Key Benefits

Real-Time Updates: Users receive notifications about critical events such as approvals, escalations, or bottlenecks, enabling them to manage workflows efficiently.

Actionable Insights: Notifications alert admins about task completion, delays, or upcoming deadlines, helping them track progress and maintain smooth operations.

Compliance and Oversight: Alerts for renewals, policy changes, or compliance requirements help admins stay proactive and avoid disruptions.

Task Reminders: Users are notified of upcoming or overdue tasks, ensuring they remain on top of their responsibilities.

Smooth Progression: Notifications guide users through workflow stages, clarifying the next steps and preventing delays.

Collaboration: Workflow notifications keep team members aligned, updating them on shared tasks or completed actions that impact the broader team.

Workflow Notification Triggers

The following events from the workflows trigger all the notifications from the Spendflo platform:

Slack Notifications
Task Assigned Notifications
Task Due Reminders (sent one day prior)
Task Completion/Approval Notifications
Task Denial Notifications
Task Overdue Notifications
Cancellations of Requests
Due Date Changes
Task Owner Changes

Notifications Examples

Here are some examples of how the notifications look, once triggered from the Spendflo platform:

1. Slack Notification

Note: To receive Slack notifications, the user must have installed the Spendflo App on Slack.

2. Task Assigned Notification

3. Task Due Reminder Notification

4. Task Overdue Notification

5. Cancellation of Request Notification

In case of any further assistance, kindly contact your dedicated Customer Success manager.

To learn more about Spendflo’s Workflows, click here.