Notify your team of approved vendor requests

Cheatsheets build new habits with workflows and automation.
Learn more about this particular use case below.
Keep your security team informed about approved vendor requests.

📋 Cheatsheet details

You need a DailyBot account that supports workflows
You need a DailyBot account that supports custom commands
You need a DailyBot account that supports {built-in.addon.name}
You need a DailyBot account that supports conditional logic
This case uses a bot to send information via chat automatically
This case uses at least one pre-existing check-in to work
This case uses at least one pre-existing form to work
This case uses pre-existing check-ins and forms to work
This case uses at least one pre-existing workflow as an input for other workflow
You need a Zapier account with at least 1 zap available
You need to connect your 
 account with DailyBot
You need to use custom code or APIs to set up this cheatsheet
All user roles can setup this workflow

Automate this case using DailyBot Workflows ✨

📖 Step-by-step documentation →

When

Notify your team of approved vendor requests

Form record is approved

🧰 Vendor request

Then

Notify your team of approved vendor requests

Send a chat message

Just a quick update to let you know that a new vendor request has been approved by Gideon. Please take a look at the vendor's information (see details) and let Gideon know if you have any questions.

Channels: #security-updates

 

Use workflow

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.