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Intake Routing Guidance

Intake
Primary · Procurement
Secondary · Finance

The slowest part of intake is often a single question: who approves this? It bounces around Slack and email while the request sits idle.

Flo reads the request type, amount, category, and cost center, then determines the correct path and the right owners from your policy. It answers the requester in Slack and routes the request through the approval chain without anyone chasing an org chart.

Flo routes. Owners approve. The requester gets an answer in seconds. Unclear or exception cases route to procurement instead of guessing, and every routing decision is logged.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read request
Slack
API
Reads the request type, amount, category, and cost center.
Map the path
Flo
Context Library
Determines the correct approval path from your policy.
Answer requester
Slack
API
Tells the requester who approves and what happens next.
Route request
Spendflo
Workflows
Routes the request to the right owners in order.
CONTEXT USED
  • Use Read request to confirm the request has budget before routing.
  • Use Map the path to validate the request and flag any exception.
  • Use Answer requester to route the chain to the right approvers, in order.
  • Once approved, use Route request to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
HOW IT WORKS
1
Requester
Slack
Ask: who approves a $15K analytics tool?
2
Flo
Slack
Read the request details and cost center
3
Flo
Spendflo
Map the path: manager, then finance, then IT review
4
Flo
Slack
Answer the requester with the exact chain
5
Flo
Workflows
Route the request to the first approver
6
Team
Slack
✓ Send reminders as each step comes due
7
Flo
Workflows
Advance the request through each approver
Intake and Approvals flow
GUARDRAILS
⛉
Flo routes requests. It never approves on anyone's behalf.
⛉
Flo answers from your policy, not a guess.
⛉
Unclear or exception cases escalate to procurement.
⛉
Every routing decision is logged for audit.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
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Intake management
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Testimonials
“Finance queries Flo AI and surfaces exactly what they need for reforecast: 
which renewals are approaching, what savings are in play, when contracts are closing. Live insights, on demand
no back-and-forth, no delays”
Toral Patel, 

VP Accounting
“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.“
Josh Rappoport, 

VP Finance
“Spendflo AI triages intake and guides them through the right workflows. Centralize contracts, approvals, vendor data, and docs in one place. AI tracks usage, sentiment, and timelines automatically.”
Scott Stibich, 

Senior Accountant.
AI-driven procurement that adds value every moment.
Not just software. Not another dashboard. AI agents running procurement end-to-end while you focus on what actually matters.
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