Move POs in hours, not days

Email Carly the PO and she'll validate it against policy, route to the right approver by threshold, and ping them in Slack with a 2-line summary — so under-threshold POs move same-day instead of sitting in a queue.

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What Carly does

  1. 01 Fetch the PO — vendor, amount, cost center, line items
  2. 02 Check against policy — threshold, vendor allow-list, budget
  3. 03 If within policy, route to the designated approver
  4. 04 If over threshold, draft a clarifying email to the requestor
  5. 05 Ping the approver in Slack with the 2-line PO summary

POs approved in hours, not days

Under-threshold POs move same-day. Over-threshold items get the clarifying question automatically — so the approver sees a clean decision, not a question mark.

Email this to Carly to kick it off.

More recipes for finance & ops teams

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