Create an expense approval decision tree

In this 3-hour live workshop, you will create an expense approval decision tree with Khushbu. Leave with the expense decision tree, tested on sample data and accompanied by a handover checklist. We use sample data, test an exception and prepare an owner handover. ₹399 covers this English session. Production credentials are never required.

₹3993 hours · EnglishSunday, 20 June 2027 · 9 AM–12 PM ISTReview registration

What will you leave with?

Leave with the expense decision tree, tested on sample data and accompanied by a handover checklist.

Host: Khushbu · Operations & Workflow Automation
Who it is for: Finance coordinators, purchase teams and operations managers
Level: Beginner
Where: Online · Asia/Kolkata (IST)
Price: ₹399 for one language session

What will we work through live?

Inspect sample expense requests and define the completion criteria for expense decision tree.
Create the fields and owner checkpoints needed to branch by category, limit and reviewer responsibility.
Work live to branch by category, limit and reviewer responsibility; save the resulting expense decision tree.
Test a normal case and the specific exception: missing receipt. Record the result and route unresolved decisions to a person.
Export the expense decision tree, document its limitations and assign a review owner.

What should you prepare?

Basic spreadsheet skills and a laptop. We use fictional data; tool accounts and any required paid features are disclosed before the session.

Who is this session not for?

This guided learning session does not deliver a production integration, personalised business consulting or guaranteed income. Discuss a separate scope if you need implementation.

Who will guide the session?

Khushbu

Operations clarity, SOPs and thoughtful workflow automation. Work with clear owners, selective automation and human review.

Meet Khushbu →

Which session suits your Sunday?

English · 9 AM–12 PM IST Hinglish · 6 PM–9 PM IST Free Q&A: Common mistakes in expense decision tree

English and Hinglish workshops share one paid topic. The free session has its own Q&A topic and takeaway.

Frequently asked questions

Will we use live business data to create the expense decision tree?

No. We work with fictional or sanitised examples while building the expense decision tree. You review permissions, tool costs and tests before applying it to your own business.

When is the English session?

Sunday, 20 June 2027, 9 AM–12 PM IST. Online, 180 minutes. ₹399 covers this language session only.

Who is this session for?

Finance coordinators, purchase teams and operations managers

Are recordings, certificates or joining links guaranteed?

Joining details are not published yet. A recording or certificate is available only if separately confirmed; registration does not guarantee either.

What if I cannot attend this time?

Choose a later Sunday, try the free session, or save your email for availability updates. Each paid language version is a separate registration.

Continue practising

Repeat the expense decision tree exercise on a new fictional example. Include the missing receipt case, save the observed result and ask a colleague to review the handover note.

Free workflow templates · Operations articles · Discuss your own process

Cannot make this time?

Choose another Sunday or the free session. Availability updates can be requested in the registration panel.