How Does ApproveThis Work?

ApproveThis works by centralizing and automating your approval processes, essentially turning chaotic email threads and manual follow-ups into structured, trackable workflows. It’s designed to be flexible, allowing you to kick off approvals in various ways and route them to the right people automatically.

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Here’s a breakdown of how it generally works:

1. Requesting an Approval

You can start an approval flow in a few ways, depending on what works best for your team and the type of request:

• Custom Forms: You can build mobile-friendly forms within ApproveThis to collect all the necessary information for a specific type of request (e.g., a purchase request, a vacation request, or a content approval). This standardizes the input and ensures you get all the details upfront.
• Custom Email Inbox: This is a neat feature. You can set up a branded email inbox where people simply send their requests via email. ApproveThis then converts these emails into structured, trackable approval requests within the platform, so people don’t have to change their habits, but you still get the organization you need.
• Integrations: You can kick off approvals from other tools you’re already using. For example, if a new entry appears in your CRM or a task is created in your project management tool, Zapier can trigger an ApproveThis request. This is super powerful for automating workflows across your tech stack.

2. Routing and Workflow Automation

Once a request is submitted, ApproveThis takes over to route it to the correct approvers based on the rules you’ve set up:

• Multi-Step Approval Chains: You can design workflows with multiple steps and different approvers at each stage.
• Conditional Logic: The system can route requests based on specific conditions. For instance, if an expense report is over a certain amount, it might go to a finance manager before the department head.
• Approval Groups: Instead of assigning approvals to individual people, you can assign them to groups based on their role or department. This ensures requests keep moving even if someone is unavailable.
• Escalation Paths: If an approval isn’t acted upon within a set timeframe, ApproveThis can automatically escalate it to another approver or send reminders, preventing bottlenecks.

3. Responding to Requests

Approvers receive notifications and can respond quickly:

• One-Click Email Approvals: Approvers can often approve requests directly from their email inbox with a single click. This makes it incredibly easy and fast, removing the need to log into a separate system for every approval.
• In-App Responses: Approvers can also access their approval dashboard within the ApproveThis platform (or via integrations like Slack) to review requests, add comments, and approve or reject them.
• Collaboration Features: Approvers and requestors can use threaded comments, attach files, and @mention others within the request to discuss details and provide feedback, keeping all communication centralized and contextual.

4. Tracking and Reporting

After requests are submitted and routed, ApproveThis provides tools to monitor their progress and review historical data:

• Centralized Dashboard: You get a clear, searchable dashboard that shows you the status of all approvals—what’s pending, who’s responsible, and what’s completed. This provides real-time visibility.
• Audit Logs: ApproveThis keeps detailed audit logs for every approval. This means you have a complete record of who approved what, when, and any associated comments or actions. These logs are vital for compliance and accountability.
• Reporting: The system helps you track key metrics like approval times and identify bottlenecks. You can generate reports to showcase progress and optimize your processes over time.

By automating these steps, ApproveThis aims to eliminate manual follow-ups, reduce human error, and ensure a smooth, transparent approval process across your organization. AdTrax Pricing

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