ApproveThis manages your Workboard Integration approvals.

Two Tools Walk Into a Bar

Let's get this straight - Workboard keeps your teams aligned on goals. ApproveThis stops decisions from getting stuck in email purgatory. Together? They're the tag team that actually makes cross-department work...work.

Workboard's great at showing what needs to happen. ApproveThis handles the who said yes. Connect them through Zapier, and you've got a system where action items automatically route for approval, approved decisions update OKRs in real time, and nobody has to chase down VPs in the parking lot.

Why This Combo Doesn't Suck

Mid-sized companies (yeah, you 50-5,000 employee folks) waste 12 hours a week on approval bottlenecks according to some study we didn't make up. Here's how smashing these tools together fixes that:

For the Overworked Operations Team

When procurement needs a $20k equipment purchase approved, here's what usually happens: Three weeks of Slack pings, a forwarded email thread, and someone accidentally CC'ing the wrong Greg.

With the integration? Workboard flags the capital expenditure goal. ApproveThis automatically routes it to Greg (the right one), his CFO, and legal - with calculated fields showing ROI projections. Legal rejects it? The ops lead gets notified in Workboard before their next 1:1.

For HR That's Tired of Playing Messenger

New hire requisitions stuck in limbo because department heads "didn't see the email"? Please. Now when HR adds a headcount action item in Workboard, ApproveThis:

• Routes it through compensation, department lead, and finance
• Auto-approves offers under $85k using thresholds
• Updates the hiring timeline in Workboard when finalized

And no, approvers don't need Workboard logins. External recruiters can approve candidates without you buying another SaaS seat.

Real-World Use Cases That Don't Require a PhD to Set Up

1. Killing the "Approval Black Hole"

The Setup: New Workboard action item → Auto-create ApproveThis request

A marketing agency uses this to stop production delays. When a client campaign gets added as an action item, ApproveThis immediately:

• Routes budget approval to the client (external approver)
• Sequentially gets creative director sign-off
• Pushes approved assets back to Workboard's content calendar

Their VP stopped getting 3 AM Slack messages about "where's the thumbs up?" Cool.

2. Making Goal Comments Actually Useful

The Setup: Workboard goal comment → ApproveThis request → Legal review

A healthcare tech company uses this for compliance. When someone comments "Maybe add patient data tracking?" on a product goal, ApproveThis:

- Creates a privacy impact assessment request
- Routes to legal via email (they live in Outlook)
- Attaches the original comment thread as PDF
- Updates Workboard's goal status based on verdict

3. Auto-Updating Metrics Without Spreadsheet Gymnastics

The Setup: ApproveThis approval → Update Workboard goal metric

A manufacturing firm links PO approvals to procurement KPIs. When a $50k materials request gets approved:

- Workboard's "Q3 Cost Savings" goal automatically deducts $50k
- The dashboard highlights if they're trending over budget
- Approval metrics feed into weekly exec reports

How to Set This Up Without Losing Your Mind

1. Create a Zapier account (free tier works)
2. Pick your trigger:
  - Workboard action items → ApproveThis request
  - ApproveThis decision → Workboard update
3. Map critical fields:
  - Workboard goal IDs → ApproveThis custom fields
  - Approval thresholds → Workboard metric formulas
4. Test with a $0 budget request (nobody wants live environment oopsie)

Pro Tip: Use ApproveThis' calculated fields to auto-flag requests that exceed Workboard goal budgets. Because apparently some people still try to approve $100k purchases for a $10k budget line.

Features You'll Actually Use

While we could bore you with the whole feature list, here's what matters when connected to Workboard:

Approval Thresholds That Do Math For You

Example: Auto-approve office supply orders under $500 but require CFO sign-off above that. Bonus: thresholds can reference Workboard's goal metrics. So if the Q3 innovation budget's already spent, requests route straight to VP oversight.

Vacation Delegation That Doesn't Require HR

When your Head of Engineering is hiking the Alps, ApproveThis auto-reassigns their approvals. Workboard timelines stay green without manual reassignments.

Real-Time Tracking For People Who Hate Meetings

Instead of daily standups to "check on approvals," embed ApproveThis' dashboard in Workboard. Now the CMO can see why the campaign launch is blocked (looking at you, legal team).

Who Should Actually Care About This?

PMO Teams Running Cross-Functional Projects

If you're managing a product launch with 12 departments, this stops "We approved that last week" vs "Nobody told us" finger-pointing. Workboard shows task dependencies, ApproveThis documents who approved what when.

Finance Teams That Hate Surprises

Connect ApproveThis spend approvals to Workboard's budget goals. Real-time updates mean no end-of-quarter "How did we overspend?!" meltdowns.

Compliance Officers Who Like Sleep

Automatically route high-risk action items (data workflows, contract changes) through compliance reviews. Audit trails in ApproveThis + Workboard's version history = inspector-proof records.

The Bottom Line (No Fluff)

Workboard tells you where to go. ApproveThis clears the roadblocks. Together, they cut the approval sludge that's slowing your strategy.

This isn't about flashy features - it's fixing the crap that makes strategic execution suck for companies your size. Automate the bureaucratic junk, focus on work that matters.

Get started with ApproveThis (connects to Workboard in 8 minutes) or book a 15-minute demo to see real client workflows.