Q&A

anyone using this to build internal tools for their team?

Dec 26

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

𝕏 in

Comments (6)

Dan Cooper · Dec 27

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

Laura Chen · Dec 28

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

Omar Hassan · Dec 29

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

Hannah Brown · Dec 30

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?