Workflows
When something happens, do these steps, on this record. Answer a few questions and Broccoli writes the workflow up in plain English.
Workflow | What it does | Runs when | |
|---|---|---|---|
Expense approval | When someone submits an expense, the check reads the receipt and routes by amount — small clean ones go through on their own, bigger ones climb a manager → Finance → CFO ladder. | Someone submits an expense | |
Onboarding — New hire | When someone new joins, ship their gear, get them set up with the right people, and check in after 30 days — all on a timeline. | 7 days before their start date | |
Time off — Vacation | When someone asks for time off, it's checked against the policy and either approved automatically or sent to a manager for approval. | Someone requests vacation | |
Contract renewal | 90 days before a contract ends, the manager gets a reminder to decide whether to renew. | 90 days before the contract ends | |