[MelvinBot]

Explanation of Change

PR #94694 surfaces the spreadsheet importer on the Workflows page: under Approvals, admins can now click More → Import workflows to bulk-configure approval workflows via spreadsheet. Previously this importer was only reachable from Members → three-dot menu → Import via Spreadsheet, so the help site had no coverage of the Workflows-page entry point.

This PR documents the new flow by adding a How to import approval workflows from a spreadsheet section to the Add Approvals article. It:

• Documents the exact UI path: Workspaces > [Workspace Name] > Workflows → Approvals → More → Import workflows.
• Notes the Control-plan requirement / upgrade prompt for the advanced approval fields (Submit to, Forward to, Over limit forward to, Approval limit).
• Notes the v1 behavior that the import reuses the Members mapping screen and returns you to the Members page, and cross-links to the existing Invite Multiple Members via Spreadsheet section for column-mapping and template details.
• Adds relevant search keywords (import workflows, import approval workflows, bulk approval workflows, spreadsheet import).

Files changed

• docs/articles/new-expensify/workspaces/Add-Approvals.md

Related PR

• Surface "Import workflows" on the Workflows page #94694

---

@jayeshmangwani, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds a single new section — How to import approval workflows from a spreadsheet — to Add-Approvals.md, documenting the new Workflows-page entry point for the spreadsheet importer (E/A#94694). It also extends the keywords list. The addition is well-scoped, uses a compliant task-based heading, and cross-links appropriately. However, the step sequence contains a non-actionable fragment and appears to omit a UI step (the More menu) that the PR description itself references.

Scores Summary

• Readability: 7/10 — Prose is clear and scannable, but Step 3 ("Under Approvals.") is a sentence fragment with no action, breaking the sequential/action-oriented step standard.
• AI Readiness: 8/10 — Strong task-based "How to..." heading with the feature name, realistic search keywords added, single-workflow focus, correct ## hierarchy. Content retrieves well.
• Style Compliance: 6/10 — Good bolding of UI labels and correct unified navigation phrasing, but a likely-missing More menu step (per PR body: Approvals -> More -> Import workflows) and a mixed action verb ("click Upload File" vs. "Select") reduce UI-exactness.

Key Findings

• Step 3 ("Under Approvals.") is not an action and reads as an incomplete step; it should be rewritten to start with a verb (e.g., "Under Approvals, select More.").
• Possible UI accuracy gap: the PR description documents the path as Approvals -> More -> Import workflows, but the steps jump straight from "Under Approvals" to "Select Import workflows", omitting the More menu. Please confirm and reconcile.
• Mixed action verbs in Step 5 ("Drag and drop your file or click Upload File") — prefer Select for consistency with the rest of the article.
• Positives: task-based heading with feature name, unified web/mobile navigation phrasing per conventions, relative cross-link with descriptive anchor text placed outside the numbered steps, and the Control-plan requirement is clearly called out.
• Keyword additions (import workflows, import approval workflows, bulk approval workflows, spreadsheet import) align with real search intent.

Recommendations

• Fix Step 3 so every numbered step begins with an action verb and reflects the true UI flow.
• Reconcile the step list with the More menu path described in the PR body to ensure UI-exactness.
• Standardize the action verb ("Select" vs. "click") within the step list.

Files Reviewed

• docs/articles/new-expensify/workspaces/Add-Approvals.md — New section + keyword updates. Solid overall; address the step-sequence and UI-path items before merge.

Note: This is a summary review of the proposed changes only.

[chatgpt-codex-connector]

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[melvin-bot]

Concierge reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
  • The article's language is clear, concise, and free of jargon.
  • The grammar, spelling, and punctuation are correct.
  • The article contains at least one image, or that an image is not necessary
• I have verified the formatting of the article
  • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
  • The article has proper text spacing and breaks for readability.
• I have verified the article has the appropriate tone and style
  • The article's tone is professional, friendly, and suitable for the target audience.
  • The article's tone, terminology, and voice are consistent throughout.
• I have verified the overall quality of the article
  • The article is not missing any information, nor does it contain redundant information.
  • The article fully addresses user needs.
• I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @CortneyOfstad

[melvin-bot]

@CortneyOfstad Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://aa32931d.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/workspaces/Add-Approvals

[OSBotify]

🚀 Deployed to staging by https://github.com/CortneyOfstad in version: 9.4.81-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/luacmartins in version: 9.4.81-1 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	failure ❌

[OSBotify]

🚀 Deployed to production by https://github.com/luacmartins in version: 9.4.81-1 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	failure ❌