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

• Request Owner

• 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:

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 are various triggers for the notifications from the Spendflo platform:

• Task Assignment

• Task Due (sent one day prior)

• Task Completion/Approval

• Task Denial

• Task Overdue

• Task Due Date Changes

• Task Owner Changes

• Comments on Task

• Request Assignment

• Request Overdue

• Request Cancellation

• Request Due Date Changes

How to Configure Your Notification Preferences

Viewing your notifications

Click the bell icon in the top-right of any page to open your notifications panel. Filter by All, Mentioned, or Assigned to Me, and toggle Show Unread to see only what you haven't read yet.

Configuring your notification preferences

1. From the Home Page (My Hub) or any page, click the Settings icon (gear icon, bottom-left of the sidebar).

   

2. In the settings menu, select Alerts.

3. On the Alerts page, toggle Email, Slack, and In-app independently for each notification event — Task Assigned, Request Submitted, Task Due Reminder, Task Overdue, Task Denial, Task Approval/Completion, Task Due Date Changed, Task Owner Changed, Task Re-Assigned, Intake Field Updated, and several Assessment-specific events (Assigned, Completed, Overdue, Flagged Questions). Use All Events / Mandatory Only at the top to filter the list, or the group-level Unsubscribe All toggle to turn off an entire category at once.

   

Important Note:

• To receive Slack notifications, your Spendflo workspace must be connected to Slack.

• Turning off Global Notifications at the top disables every notification for that channel except mandatory system notifications.

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. Task Denial Notification

6. Task Approval Notification

7. Cancellation of Request Notification

8. Request Due Date Changed Notification

9. Request Completed Notification

10. Request Owner Changed Notification

11. Comment on Task Thread Notification

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

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