1connected sheets
2ready-to-use views
6workflow rules
2optional examples
SHEET 1
Requests
A transparent path from a proposal to a recorded decision.
| Name | Status | Requester | Approver | Amount | Purpose | Follow-up |
|---|---|---|---|---|---|---|
| Design software renewal | Draft | Unassigned | Unassigned | $240.00 | Renew the shared design toolkit for the next year. | None |
| Team workshop budget | Draft | Unassigned | Unassigned | $800.00 | Bring the team together to plan the next quarter. | None |
Fields and views included
NametextStatusstatusRequesterpersonApproverpersonAmountnumberPurposelong textFollow-upselect
All items (table) · Pipeline (flow)
Connected from the start.
Overview
- Recordsmetric
- Total amountmetric
- In reviewmetric
- Requests by statusdonut
- Records addedline
- Requeststable
Requests & approvals brief
- Executive summarytext
- Recordsmetric
- Total amountmetric
- In reviewmetric
- Requests by statusdonut
- Records addedline
- What matters nexttext
- Requeststable
Make it yours.
Track requests, decisions, and the exact information that was reviewed.
- The assigned approver must be a workspace owner or admin. This uses workspace members; it does not grant access to external customers. The follow-up helper starts paused and requires review.
These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.