ApproveThis manages your Read AI Integration approvals.

When Meeting Insights Demand Action

Modern businesses run on decisions, and decisions often start in meetings. Read AI captures critical insights from Zoom, Google Meet, and Teams calls - summaries, action items, and video highlights. But what happens when those insights need formal approval to become reality? This is where ApproveThis transforms efficiency. Together, these platforms create a closed-loop system: Read AI extracts decisions from meetings, while ApproveThis turns those decisions into trackable actions with accountability.

Why This Integration Matters

Consider a marketing team approving a campaign budget discussed in a strategy call. Without automation, someone manually transcribes action items, emails stakeholders for approval, then chases responses. With Read AI feeding meeting data directly into ApproveThis:

• Decisions made in meetings become approval requests within minutes
• Approvers receive context-rich requests with meeting summaries attached
• Legal/compliance teams can directly reference meeting transcripts

The real power lies in eliminating the gap between discussion and execution. For project-driven companies, this integration reduces the approval cycle time by 60-80% based on typical client results.

Key Use Cases Across Teams

Client Services: Closing the Feedback Loop

Agency teams using Read AI can automatically generate approval requests for client deliverables mentioned during status meetings. When a creative director suggests a revised ad concept in a Zoom call:

1. Read AI flags this as an action item
2. ApproveThis creates a request with attached meeting clip
3. Client approves directly via email (no app login needed)

This workflow is particularly effective for external stakeholders who don't need access to internal tools. ApproveThis handles the permissions layer while keeping clients in their email inbox.

Operations: Budget Adjustments

When a department head proposes a budget reallocation during a quarterly review:

- Read AI detects the dollar amounts and stakeholders
- ApproveThis routes the request through finance with calculated fields
- CFO approves/denies based on real-time thresholds

The integration prevents "he said/she said" scenarios by attaching meeting summaries to each request. Approval groups ensure consensus between multiple budget owners.

Technical Synergy

Read AI's structured data (action items, speakers, timestamps) maps perfectly into ApproveThis' dynamic fields. For example:

Meeting Note: "John (Sales Lead) proposes increasing Q3 lead gen budget by $15K"
Mapped Fields:
- Requester: John Smith
- Amount: $15,000
- Category: Budget Adjustment
- Attachments: Meeting clip 00:12:45-00:14:30

ApproveThis then applies conditional logic - if request exceeds $10K, auto-route to CFO. For smaller amounts, direct manager approval suffices.

Implementation Guide

Step 1: Create a Zapier account (if new to automation)
Step 2: Connect Read AI as trigger (New Meeting Notes)
Step 3: Map critical data points to ApproveThis fields:
- Meeting summary → Request description
- Action items → Approval rationale
- Speaker names → Requester field
Step 4: Set up approval rules in ApproveThis based on meeting types

Most teams configure this in under 45 minutes. The Zapier interface handles 90% of the setup through dropdowns.

Cross-Functional Benefits

For Executives

ApproveThis' vacation delegation ensures leadership changes don't bottleneck approvals. If a VP is OOO during offsite meetings, alternate approvers automatically receive requests with full meeting context.

For Project Managers

Real-time dashboards show which meeting-generated tasks are stuck in approval limbo. Teams using this integration report 40% fewer status update meetings because progress is self-evident.

For External Partners

Vendors and clients approve requests via email without needing Read AI logins. Approval audit trails include timestamps and meeting references for compliance.

Advanced Configuration Tips

1. Use ApproveThis' calculated fields to auto-flag requests exceeding meeting-authorized amounts
2. Set up parallel approval paths for multi-department initiatives
3. Apply custom SLAs to meeting-driven requests (e.g., all action items from leadership calls get priority routing)

These optimizations require no coding - just checkbox selections in ApproveThis' workflow builder.

Why Competitors Can't Compete

Other approval tools lack Read AI's meeting context capture. Generic "task approval" systems force manual note entry, losing critical discussion nuances. ApproveThis preserves the full decision-making narrative through:

- Direct video clip attachments
- Speaker-specific action item tagging
- Time-coded transcript references

This context prevents the #1 cause of approval delays: back-and-forth clarification requests.

Getting Started

1. Sign up for ApproveThis (14-day trial)
2. Explore Read AI's meeting features
3. Build your first Zap in under 20 minutes

For complex use cases, request a live demo showing how legal teams automate contract approvals directly from deal review meetings.

Final Considerations

This integration isn't about replacing human judgment - it's about accelerating informed decisions. By tethering approvals to actual meeting discussions, organizations reduce implementation drift. Marketing teams execute campaigns as intended. Product teams ship features without scope creep. Executive teams maintain strategic alignment.

The data shows companies using both tools recover 11.3 hours per employee monthly - time previously lost chasing approvals. That's the real ROI: letting teams focus on work that matters instead of bureaucratic overhead.