A notification step is a simple yet powerful way to keep the right people informed at the right time. Once the approval workflow reaches a notification step, Mesh automatically alerts the selected recipients, ensuring seamless communication and reducing bottlenecks. 

Popular use cases include:

• Notifying Finance when a trip or expense is approved.
• Keeping FP&A updated on high-value transactions.
• Informing team leads of key status changes.

Follow the below to add a notification step:

1. Log into the Mesh platfrom an Admin.

2. Navigate to Company Settings → Approval Workflows → Approval settings 

3. Select a workflow (New or Edit) and click the Edit button. 

Note: The capability to add a notification works for all workflows. 

4. Click a + icon to add a step.

Note: Notification steps can be added anywhere except at the top of the approval flow.

5. You'll be presented with the option to add Approvers or a Notification. Select Notification.  

6. You can choose to notify any Mesh role, individual employee, or group using the same intuitive interface used for approval steps. It can be an Always or a Conditional step. 

7. After you configure the role and when the notification is presented click Add. 

8. Add as many notifications as needed and click Publish.  

The screenshot below depicts a notification step that will send a message to a user named Norm Klein after a Mesh Admin/Pro approved the request, in step # 1, and given it was above $1,500. 

Note: The notified user gets an email and does not need to take any action.