Automate repetitive tasks in Eloope by creating workflows that run actions when specific events happen. Send notifications, auto-approve expenses, sync data to accounting tools, and more: without any manual effort.
What automation does
Automation lets you define rules that execute automatically. When an event occurs (like an expense report being submitted), Eloope checks your conditions and runs the actions you configured.
Instead of manually sending reminder emails or approving low-value expenses one by one, you set up a workflow once and let it handle the rest.
How workflows are built
Every automation workflow is made up of three building blocks:
- Triggers: The event that starts the workflow. For example, "Expense created" or "Report submitted."
- Conditions: Optional rules that filter which items continue through the workflow. For example, "Amount is greater than $100" or "Category is Travel."
- Actions: What happens when the trigger fires and conditions are met. For example, "Send email" or "Auto-approve."
These blocks connect together visually in a drag-and-drop node-based editor. You build workflows by placing nodes on a canvas and drawing lines between them.
Common automation examples
Here are some workflows teams frequently set up:
- Email on submission: Send an email notification to the approver when an expense report is submitted.
- Auto-approve small expenses: Automatically approve any expense under $50, skipping manual review.
- Slack notification on approval: Post a message to a Slack channel when a report is approved.
- Receipt backup: Upload receipts to Google Drive whenever an expense is created.
- Accounting sync: Sync approved expenses to QuickBooks, Xero, or another accounting tool automatically.
You can combine multiple conditions and actions in a single workflow to handle complex scenarios.
Where to find automation
- Click Automation in the left sidebar.
- The automation dashboard shows all your existing workflows, their status (active or paused), and recent run history.
- Click New Automation to create a workflow from scratch.
Note: Automation is available on the Starter plan and above. If you do not see the Automation option in your sidebar, contact your admin to upgrade your plan.