Fewer chasers, fewer missed steps
Set simple approval chains and automatic reminders so routine work moves forward without daily follow up.
Visual preview · Sample data
What Business Workflows and Automation looks like inside ConfigBiz
Approval chains and reminders running on real records.
Approvals
One inbox for every decision waiting on you.
Awaiting You
5
Needs decision
Approved
12
This month
Rejected
1
This month
Avg. Time
4h
To decide
| Item | Requested by | Amount | Status | ||
|---|---|---|---|---|---|
| PO-00112 — Luzon Foods | Pedro Santos | ₱9,400 | pending | ||
| Leave — Juanita Reyes | Juanita Reyes | 3 days | open | ||
| Discount 15% — INV-000029 | Sophia Cruz | ₱2,812 | approved |
Illustration with sample records. Your workspace starts from a template close to your trade.
When something needs a human decision, it goes to the right people, in the right order.
Expenses, purchases, leave requests — anything that needs a sign-off travels through the chain you defined. Nobody has to remember the process, because the process runs itself.
How it looks in practice
Approval chains with several levels
A purchase request can go to a manager first, then to finance — each level signs off before the next step starts.
The right person, every time
Route each step by role — owner, admin, manager or team member — so requests never sit with the wrong desk.
Sequential steps that stay in order
Later approvers only see a request after earlier ones have approved. Nothing gets skipped or signed out of turn.
Everyone stays informed
Approvers get notified when it is their turn, and requesters see where things stand without chasing updates.
Sensible rules for larger amounts
Set amount thresholds so bigger expenses automatically take the longer route while small ones move quickly.
Requests linked to their workflow
Leave, expense and purchase requests stay attached to the approval path they followed — useful when questions come up later.
When an event happens, the next step follows automatically.
Set simple rules: when something occurs in your workspace — a new lead, an overdue invoice, a finished order — ConfigBiz triggers the right action without anyone lifting a finger.
Trigger
New lead arrives
Automatic steps
- Create a follow-up task
- Notify the sales team
Trigger
Invoice goes overdue
Automatic steps
- Raise an alert
- Notify the person responsible
Trigger
Order is completed
Automatic steps
- Update the status
- Send a notification
Trigger
Form gets submitted
Automatic steps
- Create the record
- Notify the team
Notifications
Tell the right person — or the whole team — the moment something needs attention.
Tasks
Create follow-up work automatically so next steps are assigned, not assumed.
Status changes
Move records forward — mark orders complete, advance pipeline stages — without manual updates.
Emails
Send a message to the business owner when an important event happens.
Approval requests
Turn an event into a request for review when a decision is needed.
Onboarding starts
Kick off the onboarding process the moment a new hire record is created.
What it is
The short version for busy owners
Business Workflows and Automation moves routine work without chasing. Approval chains route requests to the right manager, and automatic rules send reminders, create tasks and update status.
You describe the rule in plain words, such as purchases above a set amount need manager approval, and ConfigBiz applies it.
Why it matters
Automation in ConfigBiz works on your real records, not on copied data, so reminders and approvals always match the current state.
Owners get fewer interruptions for routine yes or no decisions, and staff get faster answers.
The problem it removes
What problem it helps solve
Approvals stuck in chat delay purchases, payments and hiring. Follow ups depend on memory, so quotes, invoices and tasks go stale.
Clear rules with reminders keep ordinary work moving even on busy days, and every approval leaves a record of who decided what.
Common mistake owners make
Automating a messy process just produces mess faster. Fix the rule first, who approves what above which amount, then let the system run it.
A day in the life
How owners use it day to day
Picture a normal business day with Business Workflows and Automation running quietly in the background.
Morning
Approve the queue
Requests above thresholds wait with context attached, while routine ones already passed through on their own.
Midday
Let reminders work
Overdue invoices and stale quotes get nudged automatically, without anyone remembering to send them.
Closing
Check the trail
Every approval and change recorded with who decided what, ready whenever a question comes up.
IN PRACTICE
Purchase approvals
Orders below a set amount go straight through. Larger ones route to the manager, with the request, supplier quote and stock level attached.
Overdue invoice reminders
A polite reminder goes out a few days after due date, then a firmer one with the statement, without staff remembering to send them.
New enquiry intake
A form on your business page creates a lead, assigns it to sales, and sets a follow up task with a due date.
Connected, not separate
How it connects with the rest of ConfigBiz
Business Workflows and Automation works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Automate one reminder first. Overdue invoices give the highest return. Watch it work for two weeks before adding the next rule.