Q&A
my manager asked me to build an internal tool for our ops team to manage vendor invoices. basically:
- a form for submitting new invoices (vendor, amount, due date, category)
- a table that stores all invoices with status tracking
- a workflow that sends reminders 3 days before due date
- another workflow for the approval process
before i start coding something custom in retool or building it in notion, has anyone done something like this entirely with forms + tables + workflows? feels like it could work but im not sure if its too much to ask from a no-code setup
this is very doable and honestly the sweet spot for this kind of platform. we built something almost identical for expense reports:
form: vendor, amount, receipt upload, category, notes
table: all submissions with status column (submitted, approved, rejected, paid)
workflow 1: form > create table row (status=submitted) > notify approver via email
workflow 2: daily at 9am > check table for invoices due in 3 days > send reminder emails
workflow 3: triggered when approver clicks approve link > update status > notify submitter
took maybe 2 days to build. way faster than retool and no code to maintain
this is exactly what i was hoping to hear. if someone already built basically the same thing in 2 days i think i can convince my manager to try this before we spend 3 months on a retool build
we use this for our PO approval process. form + table + approval workflow. been running for 4 months without issues. the only custom thing we added was a summary email that goes out every friday with all approved POs for the week
oh man this is way simpler than what our IT team quoted us for a custom build. can non-technical people update the form fields if we need to add a category later?
yep the form builder is drag and drop. adding a new dropdown option or field doesnt require any technical knowledge. we have our office manager maintaining the form and shes not technical at all
following. need to build something similar for our equipment checkout process
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