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Productivity

Remizen + Make Integration

Adapt expense-related events to custom processes using available apps and configured scenarios.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Make

Make is used for business workflow automation. Consider visual workflow automation for selected finance processes. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Make

For organizations that use Make, a potential workflow could focus on considering where expense review could fit into existing processes. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Make use case with the people who review spending: Map custom finance workflow steps.
  • Plan how to consider event-based handoffs between services using the relevant workflow triggers, permissions, error handling, and record ownership, and decide who would own each handoff.
  • Before implementation, validate the proposed process to review error handling and ownership for automations against your approval policies.

Workflows

  • Map custom finance workflow steps
  • Consider event-based handoffs between services
  • Review error handling and ownership for automations

Data and workflow considerations

  • Review workflow triggers, permissions, error handling, and record ownership before defining a Make workflow.
  • Determine whether Make data needed for considering where expense review could fit into existing processes may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.