Automatically approve requests

You can use automation rules to auto-approve requests that meet certain conditions. For example, you might auto-approve purchase requests that are under a certain amount. Learn how to Set up rules to automate repetitive tasks.

To set up a rule that auto-approves expenses that are less than $5:

1. From your service project, select Project settings, then Automation, then Legacy automation.

2. Select Add rule > Create a custom rule > Continue.

3. Set the following rule:

   • Name: Auto-approve small expenses

   • Description: choose the conditions of your rule

   • When this happens: Issue created

   • If these match: budget <= "5"

   • Then do this: Automatically approve

4. Click Save to create your rule.