Custom Workflows: The Right Info to the Right People at the Right Time

No More Noise—Just What You Need, When You Need It

Ever feel like you're drowning in information that isn’t even relevant to your job? Procurement teams don’t need design specs cluttering their dashboard, and vendors shouldn’t have to sift through internal approvals just to update an order.

That’s where Fohlio’s custom workflows come in. Every stakeholder—whether it’s an internal team member, a vendor, or a client—gets a workspace tailored specifically to their role. No unnecessary data, no distractions, just the tools and information they actually need to get the job done.

• Approvers see what needs signing off.
• Procurement sees budgets, orders, and vendor updates.
• Vendors see what’s expected and when.
• Clients see final selections without the internal back-and-forth.

Everything is streamlined, so your team can focus on moving projects forward, not sorting through irrelevant details.

Workflows That Work for You

Tailored Access for Every Role

• Grant specific access to internal teams, vendors, and clients—so everyone gets the right data, without being overwhelmed by unnecessary details.
• Keeps work focused, secure, and efficient.

Real-Time Approvals & Updates

• External stakeholders can review, approve, and comment directly in the system—no need to chase them down.
• Cuts approval time in half and eliminates bottlenecks.

Vendors Stay in Sync Without Endless Emails

• Vendors can update order statuses, delivery timelines, and pricing in real time.
• Keeps procurement teams in the loop without playing email tag.

A Single Source of Truth

• Track approvals, changes, and communications in one centralized platform.
• No more duplicate work, lost emails, or miscommunication.
  
  

Saves You From

• Email Overload – No more searching for that one email thread buried under 50 others. Everything is centralized.
• Data Silos – Everyone works from the same up-to-date information, reducing errors and miscommunication.
• Approval Bottlenecks – Stakeholders can review and approve instantly, keeping projects moving.
• Privacy Nightmares – Custom access controls ensure sensitive data is only seen by the right people.
• Vendor Black Holes – No more wondering where an order stands. Vendors update directly, so you’re always in the loop.

Bottom line? You get seamless collaboration, faster approvals, and zero unnecessary headaches. Ready to streamline your workflow? Book a demo here. Because smart tools aren’t just nice to have—they’re the future.