Automation Overview

InvestGlass Automation aims to make the entire process of running a business easy for you! Automate them instead of asking your users to perform every step of a business process. The benefits are two-fold: your users can spend their time on other tasks, and you know the process is always completed on time.

What can you automate?

InvestGlass provides two tools to automate your organisation's repetitive business processes: Approval processes and automation workflows.

What are Approval processes?

Approvals enhance automation by allowing you to specify a sequence of steps required to approve a record.

What are Automation workflows?

A workflow automates standard internal procedures and processes to save time in your organisation. A workflow rule is the main container of a set of workflow instructions. These instructions can always be summarised in an if/then conditional instruction (logical operators).

What is a Travel Request?

The InvestGlass Travel Request Process typically refers to the structured workflow employees or team members follow to request approval for work-related travel. In contrast, specifics may vary depending on your organisation's internal policies. The travel request helps sales and bankers comply with cross-border policies.