An example we built and ran in our own workspace.
Before
The details arrive by email. Someone types them into a spreadsheet, looks the company up somewhere else, and chases a manager for a yes.
After
The details arrive in one form. When they are marked ready for review, the company check runs. A manager reviews the result and approves. The decision is saved on the supplier's record.
If the check fails
The supplier is not approved. The run shows which step failed and why. Fix the details and start it again.
What arrives
Supplier details come in through a form, from another system by API, or from a CSV file you import. Each supplier is one record, with the company name, contact and registration number you ask for.
What is checked
The workflow looks the company up with an outside check. If the answer comes back confirming the company, the supplier moves on to review. If the check cannot be completed, the supplier waits and the run says what went wrong.
Who approves, and what is recorded
Choose who decides: one person, a list of people, a role, or a group that must agree. The person you choose gets the review and decides. The outcome and the result of the check are saved on the supplier's record, and the run history keeps each step.
See how this works for your business.
Walk through your own process with us, then see the records, the checks and the review step working together.