ApproveThis manages your ebuero Integration approvals.

When Your Virtual Assistant Meets Approval Automation

Let's cut through the corporate jargon: ebuero handles your calls like a pro, while ApproveThis cuts through approval bottlenecks. Together? They're like coffee and deadlines – separately useful, but combined, they actually get sh*t done.

ebuero's human-powered call handling captures every client request, complaint, or urgent "we need this yesterday" voicemail. ApproveThis takes those actionable items and runs them through your approval processes without requiring approvers to log into yet another system. For companies juggling client communications and internal sign-offs, this integration isn't nice-to-have – it's "why didn't we do this sooner?" territory.

Where ebuero Ends and ApproveThis Begins

ebuero excels at capturing voice communications and turning them into structured data. What it doesn't do? Decide what happens next. That's where ApproveThis comes in:

• Scenario: A client leaves a voicemail requesting a project change that exceeds their contract scope
• ebuero's role: Transcribes the message, tags it as "urgent", drops it into your CRM
• ApproveThis' move: Auto-creates an approval request routed to PM > Legal > Client Success, with contract terms pre-loaded for context

The kicker? External clients can approve/reject via email without needing access to ebuero. No more "I can't log into the portal" delays.

Real-World Use Cases (Not Just Theory)

For Marketing Agencies: Client Change Requests

Client calls in demanding last-minute revisions to a campaign. ebuero's callnote triggers an ApproveThis workflow that:

• Checks against the project's approved budget using calculated fields
• Routes to the account lead if under $2K, escalates to finance if over
• Auto-updates the project management tool once approved

Result: No more scope creep guesswork – decisions happen before the designer starts revising.

Healthcare Providers: Patient Priority Routing

Urgent voicemail from a patient about medication side effects. ApproveThis:

• Creates a HIPAA-compliant approval task
• Routes to on-call physician AND pharmacy simultaneously
• Logs approval timestamp for compliance audits

Critical difference: Vacation delegation ensures coverage 24/7 – no "Dr. Smith is out today" bottlenecks.

Legal Teams: Client Intake Triage

New client voicemail describes a potential case. ApproveThis workflow:

• Routes to conflict check system first
• If clear, creates approval task with estimated hours/budget
• Senior partner approves via email while in court

Key advantage: Conditional logic skips unnecessary steps – conflicts kill the request before anyone wastes time.

Setting This Up Without an IT Degree

Connect ebuero to ApproveThis via Zapier in 15 minutes flat:

1. Create Zapier trigger: "New callnote/voicemail" in ebuero
2. Add ApproveThis action: "Create approval request"
3. Map ebuero's data (call duration, urgency tags) to ApproveThis fields
4. Set approval thresholds – e.g., auto-approve under $500, escalate over $5K

Pro tip: Use ApproveThis' calculated fields to auto-flag requests exceeding SLA response times based on call timestamp.

Why This Beats Manual Processes

Without integration: Client call comes in → assistant emails manager → manager forwards to finance → finance checks budget → reply gets lost in Slack. Average delay: 3 days.

With integration: Callnote → auto-approval workflow → decision in 3 hours. Approvers only get involved when actually needed.

Hidden benefit: Audit trails. Every approval decision ties back to the original call recording in ebuero – crucial for regulated industries.

Teams That Win With This Combo

Sales Teams: Discount Approvals

Client calls asking for 15% off. Approval workflow:

• Auto-checks deal size against sales rep's discount authority
• Routes to regional manager if needed
• Approval adds discount terms to CRM automatically

Impact: Deals close faster without haggling over email.

HR: Leave Request Handling

Employee leaves voicemail about emergency leave. Workflow:

• Creates approval task with remaining PTO balance
• Routes to manager + payroll
• Auto-denies if balance is negative (with escalation path)

Compliance win: No more accidental FMLA violations.

Procurement: Urgent Purchases

Site manager calls about broken equipment. Workflow:

• Auto-checks against vendor contracts
• Routes to facilities manager + legal
• Approval triggers PO generation in accounting system

Time saved: 82% faster than manual requisitions (actual client metric).

Features You'll Actually Use

Beyond basic approvals, leverage:

• Approval Groups: CC entire legal team but only need 1 approval? Set "any 1 of 5" rules.
• Dynamic Fields: Display remaining budget based on live financial data in approval emails
• Threshold Autos: Approve small expenses instantly, escalate big ones without human setup

Example: A $300 IT purchase auto-approves, $30K server upgrade pings the CFO directly.

Common Objections (And Why They're BS)

"We already have approval workflows in our CRM."

Cool. But can external clients approve via email without a login? Does it handle conditional routing based on call sentiment analysis from ebuero? Didn't think so.

"Our team prefers Slack approvals."

Great until someone's OOO or the message gets buried. ApproveThis creates a searchable audit trail – try that with Slack history.

Getting Started Without the Sales Pitch

Free trial includes:

• Pre-built ebuero integration templates
• Unlimited approvers (they don't need licenses)
• Zapier setup support

No need to "talk to sales" unless you want to. Sign up, connect ebuero via Zapier, and test with real callnotes tomorrow.

The Bottom Line

If you're using ebuero, you're already paying to streamline communications. Adding ApproveThis via Zapier ensures those communications actually lead to decisions – not more meetings about meetings.

Book a 10-minute demo or just try it free. Worst case? You'll finally understand why accounting keeps complaining about your expense approvals.