ApproveThis manages your isLucid Integration approvals.

Why Approval Automation Matters Now

Businesses running on verbal conversations and quick decisions need systems that keep up. isLucid captures tasks directly from Microsoft Teams discussions, turning spoken agreements into actionable items. But without structured approvals, those tasks can lead to overspending, misaligned priorities, or compliance gaps. ApproveThis adds guardrails to the speed – automating approvals while keeping teams agile.

Together, they solve a critical problem: maintaining velocity and control when tasks emerge dynamically. Marketing teams approving campaign copy changes, operations greenlighting vendor purchases, or IT managing access requests – all benefit from linking real-time task creation with systematic approvals.

How It Works: Task Capture Meets Decision Automation

isLucid converts Microsoft Teams meetings into tasks with owners and deadlines. ApproveThis then applies rules to those tasks: Does this purchase need CFO review? Should legal vet this contract clause? By connecting both platforms via Zapier, you create conditional workflows that adapt to your business rhythm.

Key advantages:

• No app switching – Approvers decide via email or ApproveThis dashboard without needing isLucid access
• Automatic prioritization – High-value tasks get expedited routing based on thresholds
• Audit trails – Every decision links back to the original Teams conversation

Real-World Use Cases: Beyond Theory

1. Marketing Agencies: Client Content Approvals

During a Teams call, a client requests additional social media posts. isLucid creates a task for the creative team. ApproveThis automatically:

• Routes the request to the content lead if under $1,000 (using approval thresholds)
• Escalates to the agency owner if exceeds budget
• Updates the isLucid task status once approved, triggering production

Result: 23% faster client turnarounds for Velocity Marketing Group.

2. Construction Firms: Change Order Management

A project manager discusses material upgrades with a subcontractor on Teams. isLucid generates a procurement task. ApproveThis:

• Requires sequential approvals from PM, architect, and client (using approval groups)
• Auto-reassigns approvals if stakeholders are OOO (vacation delegation)
• Syncs final decision to isLucid, updating all subcontractors

Result: Tecton Builders reduced approval delays by 41% on time-sensitive orders.

Technical Setup: Simple but Precise

Connecting isLucid and ApproveThis takes under 15 minutes:

1. Create a Zapier account
2. Choose your trigger (e.g., "New Task" in isLucid)
3. Select ApproveThis action ("Create Request")
4. Map critical fields: Task owner → Approver, Budget → Approval threshold

Pro Tip: Use ApproveThis' calculated fields to auto-set thresholds based on task type. Example: Legal reviews always route to general counsel, while office supplies go to department heads.

Department-Specific Wins

Project Management Offices (PMOs)

Sync sprint task approvals with Jira or Asana. If isLucid captures a scope change during standups, ApproveThis:

• Requires sponsor approval before updating backlogs
• Uses conditional logic to bypass redundant reviews

Procurement Teams

Verbal vendor agreements become compliant PO requests. ApproveThis enforces three-way matching: Requester → Budget Owner → Legal, with real-time dashboards showing request status.

IT Help Desks

Employee access requests from Teams chats auto-generate approval workflows. ApproveThis escalates unactioned requests after 2 hours (configurable reminders), minimizing downtime.

Why This Integration Beats Manual Processes

Traditional methods create bottlenecks: Approvers miss emails, tasks get lost in spreadsheets, urgent requests stall. The isLucid/ApproveThis combo solves this by:

• Centralizing context – Approval requests include the original Teams discussion summary from isLucid
• Enforcing accountability – Every decision timestamped and tied to stakeholders
• Adapting to exceptions – Vacation delegation reroutes approvals without process breakdowns

Getting Started: First Steps

Begin with high-impact, repetitive approvals:

• Content publishing – Blogs, social posts
• Budget adjustments – Departmental spend increases
• Contract amendments – Vendor terms, NDAs

Track metrics pre/post-implementation: approval cycle time, escalations, stakeholder satisfaction.

Final Word: Speed Requires Control

Businesses using isLucid already value agility. Adding ApproveThis ensures that speed doesn’t compromise governance. Together, they let teams:

• Capture tasks where work happens (Teams)
• Apply the right oversight at the right time
• Maintain visibility without micromanaging

Ready to transform how your team approves work? Start your ApproveThis trial or schedule a custom demo to see the integration live.