ApproveThis manages your Sensible Integration approvals.

When Data Meets Decisions

Let's get real: most companies aren't approving documents - they're approving the information inside them. But here's where things get messy. Your team wastes hours manually checking contract terms, invoice amounts, or compliance details buried in PDFs. Sensible extracts the data, ApproveThis handles the decisions. Together? They turn document-driven processes from time sucks into competitive advantages.

What Each Tool Does Best

Sensible acts like a digital bloodhound - it sniffs out specific data points in contracts, invoices, or forms automatically. No more "Ctrl+F" marathons through 50-page PDFs. ApproveThis operates like your approval traffic controller - routing decisions to the right people, escalating when needed, keeping everything trackable.

The Combined Superpowers

Connect them via Zapier and you get workflows where:

• Approval requests auto-generate from extracted document data
• Approval triggers kick off new document processing

This isn't just automation - it's creating airtight audit trails for every document-related decision.

Real Workflows for Real Teams

Let's break down exactly how different teams would use this combo:

Finance Teams: Invoice Approval on Autopilot

Sensible extracts vendor invoice amounts and PO numbers. ApproveThis routes approvals based on amount thresholds:

Example: Under $5k? Auto-approved. $5k-$25k? Team lead review. Over $25k? CFO sign-off + audit team notification. All without anyone opening a PDF.

HR: Contract Compliance Made Simple

New hire contract gets uploaded? Sensible pulls start dates, salary figures, and non-compete terms. ApproveThis routes to HRBP, legal, and department head - with calculated fields flagging discrepancies against role benchmarks.

Operations: Scaling Vendor Onboarding

Vendor submits insurance docs via portal. Sensible extracts policy limits and expiration dates. ApproveThis routes to risk management team only if coverage is below $2M or expiring in <6 months. Everything else auto-approves.

Two-Way Workflow Possibilities

The integration works in both directions - here's how to use each trigger:

Trigger 1: When Sensible Extracts Data → Start Approval

Best for: Validating extracted data before it hits your systems
Use case: Healthcare provider auto-extracting patient insurance info from scanned cards. ApproveThis routes mismatches between extracted policy numbers and EHR records to billing specialists.

Trigger 2: When Approval Starts → Extract Document Data

Best for: Decisions requiring live document analysis
Use case: Legal team requests contract review. Sensible immediately extracts termination clauses and auto-fills approval form fields with key dates/penalties.

Setup That Takes <20 Minutes

Here's how to connect them via Zapier:

1. Create Zapier account (if you don't have one)
2. Choose your trigger app (Sensible or ApproveThis)
3. Select trigger event (document extracted or approval created)
4. Connect target app
5. Map data fields between systems
6. Test with real documents/approvals

Pro tip: Use ApproveThis' calculated fields to auto-flag discrepancies between Sensible's extracted data and your existing records.

Why This Combo Beats Manual Processes

Key advantages your team will notice:

• Zero approval guesswork: Approvers see exact extracted data points needing validation
• Auto-decision thresholds: Low-risk items clear instantly, high-value decisions get human eyes
• No app switching: Approvers can review Sensible data directly in ApproveThis or email

Licensing Perk You'll Love

ApproveThis approvers don't need Sensible licenses. Perfect for:

- External partners reviewing contracts
- Cross-department approvals (finance doesn't need HR system access)
- Clients validating their own document extracts

Advanced Features Worth Exploring

Once you've nailed the basics, try these:

Approval Groups: Send Sensible-extracted purchase orders to both procurement and budget owner simultaneously.
Vacation Delegation: Auto-reassign document approvals when approvers are OOO.
Conditional Routing: Sensible flags contract as "high risk"? Route to legal first, then CFO.

Who Benefits Most?

While any document-heavy team gains, we see biggest impact for:

Mid-market companies (100-1,000 employees): Enough process complexity to justify automation, but lean enough that inefficiencies hurt.
Regulated industries: Healthcare, finance, government - where document audit trails are non-negotiable.
Remote/hybrid teams: Approval transparency matters more when you're not all in one office.

Common Objections (And Why They're Wrong)

"We already have approval workflows in [other system]."
But do they integrate with document data extraction? Can external partners approve without licenses? Thought not.

"Our documents are too variable."
Sensible handles semi-structured docs (like invoices) and even some unstructured ones. Test it with your messiest PDF - you'll be surprised.

Next Steps

If you approve more than 20 documents/week, here's your playbook:

1. Test Sensible with your most common document type
2. Start ApproveThis trial
3. Build one Zapier automation between them
4. Compare time spent vs old process

Still hesitant? Book a 15-minute demo - we'll show real examples from your industry.