1.Monitor new spreadsheet row submissions
Integrate Google Sheets, spreadsheet triggers, and data capture tools to trigger on new worksheet rows and pull request fields to create the approval flow.
Send approval and requester emails for sample requests
Automatically monitor new spreadsheet rows across Google Sheets and route approval details using Zapier Tables. Send requester and approver emails when sample request rows are created, branch abbreviations are submitted, or approval deadlines are setβso you can confirm requests, find the right approver, and trigger reviews without manual follow-up.
How this automation emails approval requests faster
When new sample or donation rows are added without an approval chain, requests stall and reviewers get unclear details. This automation captures row submissions, finds the right branch approver, and sends requester and approver emailsβso your team can approve in time.
Google Sheetsor swap with your favorite app
2.Find branch record by abbreviation
Integrate Zapier Tables and lookup tools to match the branch abbreviation and return the approver email and preferred sender address to prepare approvals.
Zapier Tablesor swap with your favorite app
3.Send email to requester
Integrate Gmail and email templating tools to send a confirmation to the requester with product details and next steps from the worksheet to reduce back-and-forth.
Gmailor swap with your favorite app
4.Send approval email to local approver
Integrate Gmail and email templating tools to email the local approver with requester and product details, plus an approval deadline and review link to drive faster review.
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Speed up approval decisions with automated request routing, approval reminders, and status updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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