Auto-approve small requests and route big ones for sign-off

A Fluent Forms request is checked against a 500 limit. Larger amounts go to Slack and to a manager by email for sign-off, while smaller ones become a ClickUp task marked as approved.

Fluent Forms

Branch

Slack

ClickUp

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5 steps Setup ~8 min Used on 2.5k sites Productivity Free to import

The Auto-approve small requests and route big ones for sign-off workflow on the FlowMattic canvas, with 5 steps across Fluent Forms, Branch, Slack, Email, ClickUp — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Small purchase requests pile up when every one waits for a manager. Most of them don't need a second look, and the few that do get lost among the rest. This workflow splits them by amount, so a manager only hears about the requests that cross your limit.

A visitor or staff member fills in a Fluent Forms request form. A Branch step then asks one question: is the amount field greater than 500? On the Yes path, FlowMattic posts the requester's name, amount and message to a Slack channel, then emails the manager asking them to review it. On the No path, it creates a task in ClickUp titled with Approved and the request subject, noting that it was auto-approved and who asked.

The Branch compares whole numbers. A blank amount counts as 0 and decimals are cut off, so 500.75 is read as 500. Both of those take the No path and are auto-approved. Make the amount field required and numeric in your form if that matters to you.

The workflow does not record the manager's decision. Large requests get no ClickUp task, so the manager answers by email or in Slack and you take it from there.

Office supply and software requests

Staff ask for a monitor or a tool licence through one form. Cheap items go straight into ClickUp for whoever orders them, and the expensive ones reach the manager first.

Freelancer expense claims

A contractor submits an expense with an amount. Claims up to 500 turn into ClickUp tasks for the bookkeeper, and anything above that is flagged in Slack and emailed to the manager.

Marketing budget asks

Team members request ad spend or event costs. Small asks are logged as approved tasks in ClickUp, and larger budgets are posted to the team's Slack channel for the lead to review.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Fluent Forms New Form Submission
Runs each time someone submits your Fluent Forms request form. The workflow expects fields named amount, name, subject and message, so match those to your form or remap them in the later steps.
Step 2Logic
Branch Branch
Checks whether the submitted amount is greater than 500. Yes sends the run to the Slack and email steps. No sends it to ClickUp. Blank amounts count as 0 and take the No path.
Step 3Action
Slack Send Channel Message
On the Yes path, posts a Slack channel message saying approval is needed, with the requester's name, the amount and their message.
Step 4Action
Email Send Email
On the Yes path, emails the manager with the amount in the subject line and asks them to review the request. The template sends to [email protected], so change that to a real address before you turn it on.
Step 5Action
ClickUp Create Task
On the No path, creates a ClickUp task titled Approved followed by the request subject, with a description saying it was auto-approved and naming the requester. Connect your ClickUp account on import, then send a test run to confirm where the task lands.

What you need

FlowMatticCore
Fluent Forms PluginPlugin
Slack AccountAccount
ClickUp AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Change 500 in the Branch condition to your own sign-off limit. The comparison uses whole numbers, so set the limit as a whole number too.
Add a ClickUp Create Task step to the Yes path after the email, titled with something like Awaiting approval, so large requests are tracked in ClickUp alongside the approved ones.
Make the amount field required in Fluent Forms. Otherwise an empty amount counts as 0 and the request is auto-approved without anyone seeing it.
Send two test entries after import, one at 200 and one at 800, and check Task History to confirm each took the path you expect.

Questions about this workflow

Which Fluent Forms requests reach the manager?

Only those where the amount field is greater than 500. An amount of exactly 500, a blank amount, or a decimal like 500.40 all go down the No path and become an approved ClickUp task.

Does the manager approve or reject inside ClickUp or Slack?

No. The workflow posts the request to Slack and emails the manager, and then that run ends. The manager replies however your team prefers, and nothing in the workflow waits for or records the answer.

Can I use a currency other than dollars with this Branch?

Yes. The Branch only compares the number in the amount field. The dollar sign appears in the Slack message and email subject, so edit that text to match your currency.

Is a ClickUp task created for requests over the limit?

Not as imported. ClickUp is only on the No path. Add a ClickUp step to the Yes path if you want large requests on the list too.