- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Marketing template
Event participation workflow template
Propose a trade show or event with its budget; the budget decides who approves, then marketing organizes it.
4 steps
11 fields
Approval limits by amountWaits automatically
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Proposal
Whoever starts the request
What the event is, why it matters and what it costs.
Approval depends on “Total budget”
Up to $5,000The requester’s managerAbove $5,000Approvers you choose7 fields in the request form
- Event * Text
- Date * Date
- City * Text
- Participation *Visitor, Booth, Sponsor, Speaker Choice
- Goals * Long text
- Budget *Columns: Item, Amount Table
- Total budget Calculated
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Organization
A person or team you choose
Book everything needed for the event.
Due in 10 days (business time)1 field
- DoneRegistration or booth paid, Travel booked, Materials produced, Team briefed Checklist
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Event
Nobody, it continues on its own
Waits until 2 days after “Date” -
Results
The requester
Report what the event brought.
Due in 5 days (business time)3 fields
- Leads collected * Number
- Actual cost * Amount
- Highlights and lessons Long text
Make it yours
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