This article explains how to automatically approve a worker device request using the Workflow Builder on Deel IT.
Setting up the Workflow
Go to Automation AI Workforce and click New workflow.
Select Device Request Approval from the template library.
Use the template & adjust the branches.
If the template branches suit your use case, keep them and adjust where needed. If these branches do not suit your use case, change them. The worker must meet all branch conditions for their order to be created. If not, the workflow will trigger the email/slack branch message.
Adjust the alerts.
You can keep both actions: Slack & email, or you can delete any. Write the template message you would like to send, then select the relevant recipient or Slack channel.
Monitoring and Troubleshooting
The workflow triggers when a worker places an equipment order. If the worker fits the workflow's set conditions and is within IT Policy budget, their order will be auto-approved.
Check Workflow History to see every execution - which devices were processed, which branch they followed, and the result.
If a workflow fails, the workflow creator gets an email notification with the error details so they can handle it manually.