# Operations Workflows

These recipes automate common operations and back-office tasks. They handle things like purchase order approvals, overdue invoice reminders, and customer review requests so nothing falls through the cracks.

## Purchase Order Approval Notice

**Difficulty:** Beginner | **Blocks:** 2

When a Purchase Order is submitted, an email is automatically sent to your manager with the PO number, supplier name, and total amount. This keeps the approval process moving without anyone having to chase people down.

### How it works

1. A Purchase Order is submitted for approval.
2. An email is sent to your manager with the PO details.

### What to customize

* Change the recipient email to your actual manager or approver.
* Edit the email message to include any additional details your approval process requires.

## Overdue Invoice Reminder

**Difficulty:** Intermediate | **Blocks:** 3

Every day, the system checks for Sales Invoices that are past their due date and still have an outstanding balance. If it finds any, it sends a summary email to your accounts team so they can follow up on collections.

### How it works

1. The workflow runs automatically once per day.
2. It searches for Sales Invoices that are submitted, past due, and have an outstanding balance.
3. A summary email is sent to your accounts team.

### What to customize

* Change the recipient email to your actual accounts team address.
* Edit the email message to match your follow-up process.
* Adjust the search criteria if you want to filter by minimum amount or specific customers.

## Get More Reviews

**Difficulty:** Beginner | **Blocks:** 4

Once a day, the system checks for projects that were completed today. For each one, it sends the customer an email and a text message asking for a Google review. More reviews mean more visibility and more jobs.

### How it works

1. The workflow runs automatically once per day.
2. It finds Projects that were marked as completed today.
3. An email is sent to the project contact asking for a Google review.
4. A text message is sent with the same request and a link to your Google review page.

### What to customize

* Replace the Google review link with your actual business review URL.
* Edit the email and text message to match your company's voice.
* Make sure the customer's email and phone number fields are mapped correctly on your Project records.

![deployed schedule workflow](/files/ffaMjIQQNSe79VqWIFf4)

## Related pages

* [What Are Recipes?](/workflow-automation/workflow-builder/recipes.md)
* [Sales Workflows](/workflow-automation/workflow-builder/recipes/sales-workflows.md)
* [Schedules](/workflow-automation/workflow-builder/triggers/schedules.md)
* [Send SMS](/workflow-automation/workflow-builder/actions/send-sms.md)


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