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Reflect Integration

ApproveThis manages your Reflect Integration approvals.

April 17, 2025

Integration Category: Notes

Why Approval Processes Need More Than Just Notes

Let's cut through the corporate speak: most teams use note-taking apps as digital graveyards for decisions that should've been acted on yesterday. Reflect helps you capture ideas, ApproveThis makes those ideas actually move forward. Together? They turn "we'll circle back" into "done."

ApproveThis handles the dirty work of routing decisions, chasing down sign-offs, and documenting who said yes (or ghosted). Reflect keeps your team's knowledge organized and searchable. Connect them through Zapier, and you've got an engine that converts meeting notes into approved actions before the coffee gets cold.

Four Ways This Combo Kills Bottlenecks

1. From Kindle Clutter to Curated Reading Lists

Marketing teams drowning in unread industry books? Legal teams needing to prioritize case research? Here's the fix:

Every new Kindle book added triggers an ApproveThis workflow. Stakeholders vote via email (no Reflect login needed) on which titles get priority. Approved books auto-populate reading lists in Reflect with deadlines. Denied titles get archived. No more all-team emails about "what should I read next."

2. Decision Audit Trails That Don't Suck

When an ApproveThis request gets approved/denied, Zapier auto-creates a Reflect note with:

  • Decision timestamp
  • Approver comments
  • Attached files (contracts, budgets, etc.)

Example: A pharma company uses this to document FDA submission approvals, linking directly to research docs in Reflect. Compliance teams can trace decisions back without hunting through email chains.

3. Links That Actually Get Reviewed

HR teams sharing benefit guides. Sales teams circulating competitor analyses. Problem? Links get dumped into Reflect with zero governance.

Fix: New Reflect links trigger approval workflows. Legal approves compliance, managers OK visibility settings. Only approved links get added to shared team pages. Rejected ones get feedback for revision.

4. Daily Notes That Prioritize Themselves

New ApproveThis requests automatically append to the relevant team member's Reflect daily note. No more juggling between apps to remember what needs signing off. Product managers use this to surface feature spec approvals right in their morning planning notes.

Setup That Takes Less Time Than Your Standup

1. Connect Reflect and ApproveThis to Zapier
2. Pick a trigger (New Kindle book, New link, etc.)
3. Map key fields: Request title, description, approvers
4. Test with a $50 approval threshold (auto-approve small stuff)
5. Let the team approve via email

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority requests. Example: If a Reflect note contains "urgent" or "$10k+", route to execs.

Who Gets Their Time Back?

Marketing Teams

Stop debating content calendars in Slack. New campaign ideas in Reflect trigger approval workflows with budget asks, legal checks, and launch dates. Approved ideas auto-populate project boards.

Legal & Compliance

Automatically escalate contracts over $50k to senior counsel. Approved NDAs get logged in Reflect with expiration dates. Denied requests include revision notes.

Operations

Equipment purchase requests from Reflect notes get routed based on cost center budgets. Approved orders auto-fill procurement templates. Denied requests suggest alternatives.

Why This Isn't Just Another Integration

Most app integrations just shuffle data. This combo actually closes the loop between decision-making and knowledge management. ApproveThis features like vacation delegation and approval thresholds prevent bottlenecks when people are OOO or requests pile up. Reflect becomes your system of record, not just another note dump.

Bonus: External partners can approve requests without Reflect licenses. Clients sign contracts, vendors approve PO revisions - all via email. No added seat costs.

No More "Waiting on Approvals"

Let's be real - nobody joined your team to chase signatures. ApproveThis + Reflect via Zapier handles the bureaucracy so your people can focus on work that matters. Set up takes 15 minutes. The time savings? That's forever.

Get Started with ApproveThis or schedule a 10-minute demo to see live examples tailored to your industry.

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Integrate with Reflect Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Reflect

Suggested workflows (and their Zapier components) for Reflect

Create approval requests for new Kindle books

Having too many new books to prioritize for reading can be overwhelming? Use this integration to automatically generate an approval request in ApproveThis whenever a new book is added to your Kindle, allowing stakeholders to vote on or approve prioritized reading lists.

Zapier Components

Reflect Logo

Trigger

New Book

Triggers when a new book is added to your Kindle.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Reflect notes when a request is approved or denied

Ever need to document decisions and next steps after approval meetings? With this integration, every approved or denied request in ApproveThis will create a detailed Reflect note, capturing the decision and facilitating follow-up actions without delay.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Reflect Logo

Action

Create Note

Creates a Note with supplied HTML or Markdown.

Initiate approval for new Reflect links

Need to streamline content sharing within your team? Each new link created in Reflect can now automatically trigger an approval workflow in ApproveThis, ensuring reviewed and approved links make their way to team portals without bottlenecks.

Zapier Components

Reflect Logo

Trigger

New Link

Triggers when a new link is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Append new approval requests to Reflect daily notes

Stay on top of your daily priorities by ensuring each new approval request in ApproveThis is appended to your Reflect daily notes, providing a consolidated view of actions that require your attention and facilitating timely follow-up.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Reflect Logo

Action

Append to Daily Note

Appends text to the daily note