SALES
Sequential deal-desk approval chain for large discounts
Accepts discount requests via webhook form and runs a sequential approval chain — manager then finance then VP — escalating only the tiers required by the discount size.
How it runs
The automated pipeline, trigger to output.
- TriggerQuote form submits discount request via webhookHTTP webhook
- LogicDetermine required approval tiers from discount size
- ActionEmail current-tier approver and await decisionGmail
- LogicAdvance on approve, halt on reject
- OutputSend final approved-quote confirmationGmail
What it does
This workflow takes inbound discount requests from a quote form and runs them through a multi-step approval chain. Instead of routing to a single person, it requires sign-off from each level the discount triggers: a 12% ask needs the manager only, while a 35% ask needs manager, finance, and VP in sequence. Each stage waits for the prior approval before advancing, and any rejection stops the chain.
When to use it
Use it for high-value or deeply discounted deals where multiple stakeholders must sign off in order and you need a clear audit trail of who approved what. Best when your policy requires accumulating approvals rather than a single decision-maker.
How it works
- 1A webhook receives the discount request (deal, amount, discount %, rep).
- 2The workflow computes which approval tiers are required from the discount size.
- 3It emails the first required approver and waits for their reply decision.
- 4On approval it advances to the next tier; on rejection it halts and notifies the rep.
- 5Once all required tiers approve, it sends the final approved quote confirmation by email.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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