Actionable Messaging
Intelligent Automation with SynergAutomate
Features & Functions
Actionable Emails, also known as Actionable Messaging, allow users to complete approval workflows directly from their email without logging into the ERP system. This streamlines processes, speeds up decision-making, and ensures that business operations continue seamlessly, even when users are working remotely or on the go.
Approve or Reject Workflows
Users can action approvals (e.g., purchase orders, journals, expense claims, or requisitions) directly from their email without logging into the ERP system.
Automated Email Triggers
Approval requests are automatically sent from Sage X3, Sage Intacct, Sage 300, or other integrated ERP systems once a workflow step is initiated.
Secure Authentication
All approval/rejection actions are validated through secure authentication protocols, ensuring that only authorised users can perform transactions.
Real-Time ERP Updates
Actions taken via email are immediately reflected in the ERP system, keeping records accurate and up to date.
Attached Source Documents
The original document (e.g., PDF of the purchase order or journal entry) is attached to the email for easy review and informed decision-making.
Mobile & Remote Ready
Emails are optimised for mobile devices, allowing users to approve on the go, increasing turnaround time and efficiency.
Email Platform Compatibility
Supported on Microsoft Outlook (Office 365/Exchange) and Google Workspace (Gmail) only.
Advantages
Faster decision making.
Eliminates the need for logging into multiple systems.
Improves user adoption of ERP workflows.
Provides mobility and flexibility for approvers.
Ensures secure, traceable actions with source documents attached.
| ERP Compatibility | Sage X3, Sage 300, Sage Intacct |
| User Type | Managers, Approvers, Executives |
| Integration Required | ERP and Email (Outlook or Gmail) |
| Standard Functions | Approve or reject, real-time updates, attached documents |
| Optional Add-ons | Multi-level approvals, audit trails, custom workflows |
| Email Platform Support | Microsoft Outlook (Office 365/Exchange), Google Workspace (Gmail) |
Clients who are already benefiting from streamlined approval management, handling anywhere from 30 to 5,000 transactions a month, all approved seamlessly through actionable messaging:
