Budget Amendment & Departmental Approval Workflow
A done-for-you public sector automation built for the Budget Analyst, connecting Jotform and Google Sheets so the work below happens on its own.
What this automation does, step by step
When a department submits a budget amendment request, this automation routes it through the required approval chain (department head, finance director, city manager, and council notification as applicable) with each approver receiving a one-click approve or reject link and a summary of the requested transfer's impact on current year appropriations.
Approved amendments are logged automatically in the budget tracking system, and the budget analyst's monthly variance report is generated automatically from all processed amendments, giving leadership an accurate, always-current picture of how the adopted budget is tracking against actual appropriations.
- ERP or financial management system (e.g., Tyler Munis or NEOGOV)
- Zapier or Make.com
- Jotform (amendment request form)
- Email (approval routing)
- Google Sheets (budget variance tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a budget analyst spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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