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Automate document approvals with multi-level workflows using Supabase & Gmail

Multi-Level Document Approval & Audit Workflow This workflow automates a document approval process using Supabase and Gmail. --- Who it’s for - Teams that need structured multi-level document approvals. - Companies ma...

DevelopmentCore NodesCommunicationHITLData & StorageUtilityWebhookSupabase
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Multi-Level Document Approval & Audit Workflow

This workflow automates a document approval process using Supabase and Gmail.

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Who it’s for - Teams that need structured multi-level document approvals. - Companies managing policies, contracts, or proposals. - Medical document need multiple lavel of review and approval.

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How it works 1. Form Trigger – A user submits a document via the form. 2. Supabase Integration – The document is saved in the documents table. 3. Supabase Storage – The document is saved in the bucket. 4. Workflow Levels – Fetches the correct approval level from workflowlevels. 5. Assign Approvers – Matches approvers by role from the users table. 6. Approval Record – Creates an approvals record with a unique token and expiry. 7. Email Notification – Sends an email with Approve / Reject links. 8. Audit Logs – Records every approval request in auditlogs. 8. Repeat - repeat the flow till all the aproval level is comepted

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How to set up - Configure your Supabase credentials. - Create tables as per data model given. - Create a storage bucket in Supabase Storage. - Connect your Gmail account. - Adjust approval expiry time (48h default). - Deploy and test via the Form Trigger. --- Customization - Add multiple approval levels by chaining workflowlevels. - Replace Gmail with Slack, Teams, or another notification channel. - Adjust audit logging for compliance needs. - Update the endpoint http://localhost:5678/webhook-test/ based on instance and env (remove test if you run in prod) - Update the bucket name.