ApproveThis manages your Sally Integration approvals.

When Transcripts Meet Approvals: The Power Couple You Didn't Know You Needed

Let's be real - most meetings should've been emails. But when you do need to gather humans in a room, Sally's transcription superpowers actually make those hours productive. Now imagine this: every decision point from those transcripts automatically kicking off approval workflows in ApproveThis. That's not efficiency theater - that's actually getting shit done.

Here's why this combo matters for companies juggling multiple approval layers:

• No more "Who's supposed to approve this?" - Meeting action items become approval triggers
• Zero license headaches - External partners approve via email without Sally logins

We're talking about turning discussion points into executable workflows before people even leave the conference room.

How This Plays Out in Real Companies

Not all use cases are created equal. Here's where this integration actually moves needles:

For Marketing Teams: Killing Campaign Bottlenecks

Picture this: Your content team discusses Q3 campaigns in a Sally-recorded meeting. The transcript summary mentions needing $50K in additional budget. ApproveThis automatically:

1. Creates an approval request with the quoted amount
2. Routes it to CMO > CFO based on approval thresholds
3. Updates Sally's task list when approved

Meanwhile, the VP of Sales (who doesn't use Sally) gets email approval requests with one-click decisions. No new logins, no hunting for context.

For Legal Teams: Contract Reviews That Don't Suck

Lawyers live in conditional logic. When Sally transcribes a client call mentioning contract changes:

• ApproveThis routes redlines to specific reviewers based on dollar amounts
• Automatic reminders hit inboxes if approvals stall
• Approved versions sync back as Sally tasks with deadlines

Bonus: Vacation delegation means approvals never get stuck when counsel is out.

For Operations: Procurement That Doesn't Require Baby-Sitting

Operations teams using Sally for vendor meetings get:

• Auto-generated purchase requests from transcript summaries
• Multi-level approvals with calculated fields verifying budget impact
• Real-time dashboards showing where each request is stuck

All without manually re-entering data from meeting notes.

Setting This Up Without Losing Your Mind

Here's the beautiful part - you don't need an engineering team to make this work. If you can set up a Zoom call, you can handle this Zapier integration:

The Nuts and Bolts

1. Create a Zapier account (free tier works for testing)
2. Connect Sally as your trigger app
3. Choose "New Summary for Appointment Created" as trigger
4. Connect ApproveThis as your action app
5. Map Sally's summary fields to ApproveThis' request template
6. Test with a real meeting summary

Pro tip: Use ApproveThis' calculated fields to auto-flag summaries containing dollar amounts over $10K for escalated approvals.

Why This Isn't Just Another Integration

Plenty of apps connect to Zapier. What makes this combo stick?

For Decision Makers:

Approval thresholds mean VPs only see requests that actually need their attention. No more approving $50 office supply orders.

For Admins:

Real-time tracking in ApproveThis shows exactly which meeting-generated requests are stuck. No more "Did you see my email?"

For External Partners:

Clients approve via email without getting Sally logins. They'll think you've got your act together (even if you don't).

When to Use This vs. Going Manual

This isn't for every approval. Save it for processes where:

• Decisions require input from multiple departments
• Approvers aren't all in the same tech stack
• Audit trails matter (looking at you, healthcare and finance)

Example: A manufacturing client uses this to approve equipment purchases discussed in plant walkthroughs. Supervisors record issues in Sally during inspections, which auto-generate ApproveThis requests with photos and cost estimates. Maintenance directors approve right from their feature phones.

Making This Work For Your Team

Implementation tips from actual users (not verbatims, because we don't make those up):

Start Small

Pick one recurring meeting type where approvals always slow things down. Client kickoffs? Sprint retrospectives? Pilot there.

Leverage Calculated Fields

Example: If Sally's summary includes "urgent", automatically prioritize the approval and notify mobile devices.

Use Vacation Delegation Proactively

Before holiday breaks, set approver backups in ApproveThis. No more waiting for someone to return from Bali to approve Q4 budgets.

Common Pitfalls (And How to Dodge Them)

This isn't magic - just good process design. Avoid these facepalms:

Don't: Automate Garbage Processes

If your current approval flow is broken, automating it just breaks things faster. Fix the workflow first.

Do: Set Clear Thresholds

Define exactly what dollar amounts or conditions trigger escalations. Prevents CFOs from getting pinged about coffee runs.

Don't: Forget the Human Factor

Some approvals need discussion. Use ApproveThis' comment fields to capture context from Sally transcripts.

Bottom Line: This Is About Velocity

Companies between 50-5,000 employees don't have time for approval limbo. When you connect Sally's transcription rigor to ApproveThis' decision pathways, you're not just streamlining processes - you're accelerating how quickly ideas become actions.

Ready to stop chasing approvals through Slack threads and email chains? Get started with ApproveThis or book a demo to see live examples tailored to your industry.

P.S. Sally users - check out their latest transcription features. Your future self will thank you when searching last quarter's meeting notes.