How to set up multi-step approval workflows

# Setting Up Multi-Step Approval Workflows in Getitdone

One of the most powerful features of Getitdone is the ability to create multi-step approval workflows. This tutorial will walk you through the process of setting up a workflow that requires approvals from multiple stakeholders before an action is taken.

## Use Case Example

Let's say you want to set up a workflow where:
1. When a new high-value lead comes in via email
2. The sales manager needs to approve it
3. Then the finance team needs to approve the proposed terms
4. Only then should the contract be generated and sent

## Step 1: Configure the Trigger

First, set up an email trigger that identifies high-value leads:

- Go to Tasks > Create New Task
- Select "Email" as the trigger source
- Configure filters to identify high-value leads (e.g., contains specific keywords or comes from certain domains)
- Set the condition to only trigger for emails with potential deal values above a certain threshold

## Step 2: Create the First Approval Step

Next, set up the first approval step for the sales manager:

- Add an "Approval Request" action
- Set the approver to your sales manager (either by email or by role)
- Configure the approval message with relevant details from the email
- Set up notification preferences (email, Slack, etc.)
- Configure what happens if approved vs. rejected

## Step 3: Create the Second Approval Step

Now, set up the conditional second approval step for the finance team:

- Add a condition: "If first approval is granted"
- Within this condition, add another "Approval Request" action
- Set the approver to your finance team
- Include relevant financial details in the approval request
- Configure notifications and timeout settings

## Step 4: Configure the Final Action

Finally, set up the action to take when both approvals are granted:

- Add a condition: "If second approval is granted"
- Within this condition, add the "Generate Contract" action
- Configure the contract template with variables from the original email
- Set up the email delivery of the contract to the prospect

## Advanced Tips

- **Timeout Handling**: Set up what happens if an approval isn't acted upon within a certain timeframe
- **Rejection Flows**: Create separate paths for what happens when an approval is rejected
- **Approval Tracking**: Use the history feature to track the status of approvals
- **Notifications**: Configure notifications at each step to keep everyone informed

I hope this helps! Let me know if you have any questions about specific parts of the setup.