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Outline Integration

ApproveThis manages your Outline Integration approvals.

April 17, 2025

Integration Category: Documents

When Approval Processes Meet Documentation Chaos

Let's cut to the chase: Your team creates documents faster than a TikTok trend dies, but getting them approved feels like waiting for a DMV appointment. Marketing needs blog posts rubber-stamped. Legal requires contract reviews. Finance demands budget sign-offs. And somewhere in this mess, critical docs end up buried in Slack threads or forgotten in inboxes.

This is where ApproveThis and Outline come in like a tag team. One handles the bureaucratic red tape of approvals, the other organizes your knowledge base. Together? They turn document processes from "chaotic group project" to "well-oiled machine."

Why This Combo Doesn't Just Work – It Wins

ApproveThis isn't another checkbox tool. It's built for companies where four people need to approve a $5,000 expense but the CEO can greenlight six figures solo. Outline isn't just Google Docs with a fancy skin – it's where your team actually finds the latest sales playbook instead of digging through 12 "FINAL_FINAL" versions.

Connect them through Zapier, and you get:

  • No more "Hey, did you approve that Outline doc?" Slack messages
  • Automatic audit trails showing who approved what (and when)

Key differentiator? Approvers don't need Outline licenses. Your agency client can approve your proposal doc without getting access to your entire wiki. Huge for external collaborators.

Real-World Use Cases That Don't Suck

1. The Content Approval Shitshow Fix

Marketing teams: How many rounds of "feedback" does it take to get a blog post live? With this integration:

Outline doc published → Auto-creates ApproveThis request → Legal/Compliance approves → Doc goes live. All while the content team keeps editing in Outline without version control hell.

Who wins: Regulated industries (healthcare, fintech) where a single unapproved claim could mean lawsuits.

2. Contracts That Don't Ghost You

Sales teams: Ever lose a deal because legal took 10 days to review an NDA? Set up approval thresholds:

Sales drafts contract in Outline → Auto-sends for approval → If under $50K, Sales Director approves → Over $50K, escalates to Legal → Approved contract auto-publishes with execution steps.

Pro move: Use ApproveThis's calculated fields to auto-determine approval tiers based on contract value.

3. Policy Updates That Don't Require a Séance

HR teams: Updating the employee handbook? Any change needs:

Draft in Outline → Legal + Compliance + C-suite approval chain in ApproveThis → Final version archives old doc → Change log auto-generated.

Bonus: Vacation delegation ensures approvals don't stall when the General Counsel is in Bora Bora.

Setting This Up Without an IT Degree

If you can order DoorDash, you can connect these tools:

  1. Create Zap in Zapier
  2. Trigger: "New Document" in Outline
  3. Action: "Create Request" in ApproveThis
  4. Map Outline doc fields to approval form
  5. Set approvers based on doc type (use conditional logic)

Pro tip: Use Outline's API to lock docs from editing during approval. No sneaky changes after submission.

Why Your Finance Team Will Stop Yelling

Approval thresholds are the unsung hero here. Example:

AP team drafts vendor payment outline → Request auto-created in ApproveThis → Under $10K? Auto-approved → $10K-$50K? AP Manager → Over $50K? CFO + Legal.

Real-time tracking means no more "Where's that invoice?" calls. Finance sees status without logging into Outline.

For Legal Teams Who Hate Surprises

Every approved document in Outline automatically gets:

  • Timestamp of approval
  • Approver names
  • Comments from rejection cycles

If regulators come knocking, your audit trail isn't scattered across email threads. It's attached to the actual doc.

The Hidden Benefit Nobody Talks About

When approvals live in ApproveThis instead of Outline comments:

• Writers can keep editing during review cycles
• Approvers see only final versions
• No accidental "Approve" clicks on draft #7

Plus: ApproveThis's email approvals mean execs can sign off from their phones without touching Outline.

When Not to Use This Integration

This isn't a magic wand. If your team:

• Approves docs in under 2 hours consistently → Maybe overkill
• Uses Google Docs for everything → Wait until you scale
• Has one person making all decisions → Just use Outline comments

But if you're managing 50+ docs monthly across teams? This pays for itself in reduced "Where are we on this?" meetings alone.

Getting Started Without the BS

Here's your playbook:

1. Sign up for ApproveThis (free trial works)
2. Connect to Outline via Zapier (15-minute setup)
3. Run a test with your next policy update or blog post
4. Watch how many approval-related Slack messages disappear

Or book a demo and we'll show you how agencies use this to cut client approval times by 60%.

The Bottom Line

Approval processes shouldn't require herding cats. Combining ApproveThis's structured workflows with Outline's clean documentation creates something rare: processes that people actually follow. Not because they're forced to, but because it's easier than the old way.

Your move. Keep pasting Google Doc links into Jira tickets, or make approvals something that happens while you focus on real work.

🥳

Integrate with Outline 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.

Learn More

Best Approval Workflows for Outline

Suggested workflows (and their Zapier components) for Outline

Create approval requests for new Outline documents

When a new document is published in Outline, this integration creates an approval request in ApproveThis to review the document. It streamlines workflows by ensuring that all new documents are vetted before going live. *Note: Customize approval criteria within ApproveThis for best results.*

Zapier Components

Outline Logo

Trigger

New Document

Triggers when a new document is published.

Action

Create Request

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

Create Outline documents for approved requests

When an approval decision is finalized in ApproveThis, this integration creates a document in Outline to record the outcome. It enhances traceability by automatically documenting approved requests. *Note: Adjust document fields in Outline to match your reporting needs.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Outline Logo

Action

Create Document

Creates a document.