Request Automation Workflow

The Reference Request Workflow manages the full lifecycle of a customer reference request — from the moment a requester selects a Fulfillment Member (FM) or company, through approver sign-off

Benefits of Automation: Balancing coordination & automation

1. Automated Matching: Use profile data and rules to identify advocates at scale.

2. Human Coordination: Manually select advocates for high-touch, strategic outreach.

3. Cross-Team Visibility: Ensure sales, marketing, and success teams collaborate efficiently.

How It Works — Step by Step

1	Requester Submits	The requester selects a specific Fulfillment Member (FM) or a company for their reference request. This triggers the workflow automatically.
2	Approval Email Sent	An email is sent to the Approver with a form to review the request. If a member was selected, the form shows that member directly. If a company was selected, the Approver sees a list of members from that company and picks who to use.
3	Approver Reviews	The approval form also includes an outreach preference: Send (system sends an automated email to the FM) or Not Send (team reaches out personally). The Approver then clicks Approve Request or Reject Request.
4	Approve or Reject	If rejected, the FM status in SlapFive is updated to Rejected and the flow stops. If approved, the FM status is updated and the next stage begins based on the outreach preference selected.
5	FM Availability Request	An email is sent to the Fulfillment Member asking for their availability. The FM selects 3 to 5 available timeslots and responds via a form — choosing Accept or Decline.
6	FM Decision	If the FM declines, their status in SlapFive is updated to Declined and the flow stops. If they accept, the status is updated to Agreed and the workflow moves forward.
7	Requester Notified	An email is sent to the requester with the FM's details and the timeslots they selected. A form is included for the requester to pick a final confirmed time after coordinating with their prospect.
8	Scheduled & Confirmed	Once the requester selects a time, the FM status in SlapFive is updated to Scheduled. The requester receives a confirmation email with the FM's details and the agreed time.
9	Post-Call Feedback	One day after the scheduled call date, an automated feedback email is sent to the FM to capture their experience and the outcome of the reference call.

What the Approver Sees — Approval Form Details

Scenario	What appears in the Approval Form
Member selected by requester	The specific FM is displayed directly — Approver reviews and approves or rejects.
Company selected by requester	A list of all members from that company is shown — Approver selects which member to use for the reference request.
Outreach preference	Approver also sets: Send (automated email sent to FM) or Not Send (team contacts FM personally).

Fulfillment Member Status Flow in SlapFive

Status	What it means
Requested	Request submitted — waiting for Approver to review and decide.
Rejected	Approver rejected the request — flow stops, FM is not contacted.
Asked	Approver approved — email sent to FM asking for available timeslots.
Declined	FM declined to participate — flow stops, no scheduling takes place.
Agreed	FM accepted and provided timeslots — requester notified to coordinate and confirm a final time.
Scheduled	Requester confirmed a time — call is booked, both parties have the confirmed details.
Feedback Requested	One day after the scheduled call, a feedback email is automatically sent to the FM.