ApproveThis manages your Aerofiler Integration approvals.

When Bureaucracy Meets Automation

Let's be real: approval processes are where productivity goes to die. Legal teams drown in contract reviews, finance gets buried in purchase orders, and someone's always chasing down that one exec who's perpetually "in meetings." That's why pairing Aerofiler's document muscle with ApproveThis' approval brains isn't just nice – it's survival gear for companies scaling past 50 employees.

Why This Combo Works Like a Swiss Army Knife

Aerofiler keeps your contracts in line. ApproveThis kicks decisions into gear. Together through Zapier, they turn "Wait, did that get signed?" into "Check the dashboard." No more:

• Manually forwarding PDFs for review
• Version control nightmares
• Approvers ghosting requests because they’re stuck in Gmail

Legal Teams: From Bottleneck to Flow State

Picture a 200-person SaaS company. Their legal team spends 3 hours daily routing NDAs. With Aerofiler+ApproveThis:

1. Sales uploads signed NDA to Aerofiler
2. Zapier triggers ApproveThis to verify payment terms
3. CFO approves via email in 2 clicks
4. Contract auto-files with "Executed" status

Boom – legal's now the enabler, not the gatekeeper.

Procurement Without the Papercuts

A manufacturing company with 5 locations uses this combo to handle equipment requests. When a factory manager uploads a vendor quote to Aerofiler:

- ApproveThis calculates total cost with shipping (thanks to Calculated Fields)
- Routes to plant director if under $15k (using Approval Thresholds)
- Escalates to CFO if over budget
- Auto-updates Aerofiler metadata with approval date

Procurement cycle time drops from 2 weeks to 3 days. AP stops yelling at ops.

Three Ways to Automate (Without IT)

These aren't hypothetical "maybe" workflows – they're templates you can steal:

1. "Don’t Let Contracts Collect Dust" Flow

Trigger: New contract uploaded to Aerofiler
Magic: ApproveThis pings legal lead + department head via email
Killer Detail: Uses Approval Groups so either can approve, but both get visibility

2. The "Update Everyone Without the Update Meeting" Flow

Trigger: ApproveThis request gets approved/denied
Magic: Aerofiler auto-tags doc as "Approved" or flags for rework
Killer Detail: Attach approval comments to Aerofiler for audit trails

3. The "Guardrails for Newbies" Flow

Trigger: Junior associate submits SOW in Aerofiler
Magic: Routes to senior partner only if contract value >$50k
Killer Detail: Vacation Delegation ensures no holdups if partner is OOO

Setup That’s Simpler Than Your Morning Coffee

If you can forward an email, you can build this:

1. Create a Zap (Aerofiler -> ApproveThis)
2. Pick trigger: "New Uploaded File" in Aerofiler
3. Add action: "Create Request" in ApproveThis
4. Map Aerofiler's file details to ApproveThis fields
5. Test with a dummy contract

Pro tip: Use ApproveThis’ Conditional Logic to auto-approve NDAs under $10k without human touch.

Why Your Finance Team Will Send You Flowers

Approval thresholds mean controllers set rules like:

- "Auto-approve office supplies under $500"
- "Flag any contract with automatic renewal clauses"
- "Require 2 signatures for overseas vendors"

Plus, ApproveThis approvers don't need Aerofiler licenses – huge for external counsel reviews.

The Silent Hero: Email Approvals

Your busy execs aren't logging into another platform. With ApproveThis:

- They get a clean email with key doc snippets
- Click approve/reject without logins
- Comments sync back to Aerofiler automatically

It’s why a 2,000-employee healthcare co. cut legal approval delays by 70%.

When to Use This vs. When to Stay Manual

This combo kills for:

- High-volume contracts (NDAs, SOWs, procurement)
- Companies merging departments with different approval rules
- Industries needing audit trails (healthcare, finance, public sector)

Maybe skip if you have 5 employees or hate saving 12 hours/week.

Real Talk: Limitations

- Aerofiler metadata needs to be consistent (garbage in = garbage out)
- Complex contracts still need human eyes
- Zapier has a learning curve for non-techies

Bottom Line: Approval Prozac

ApproveThis + Aerofiler via Zapier is your antidote to:

- "I never got that email"
- "Which version is final?"
- "Who's supposed to approve this?"

It’s not magic – it’s just removing the crap that makes work suck.

Ready to stop herding cats? Get ApproveThis or book a 15-minute demo. Your future self (and annoyed department heads) will thank you.