ApproveThis manages your Evernote Integration approvals.

Let’s be real – your team lives in Evernote. Brainstorming sessions, project specs, client meeting notes...it’s all there. But when it comes time to actually do something with those ideas? Cue the email chains, Slack pings, and spreadsheet trackers. ApproveThis cuts through that noise by connecting Evernote’s capture-everything superpower to actual decision workflows. No more "I thought you were handling that" moments.

Why This Combo Works (When Others Just Add Complexity)

Evernote’s great at gathering intel. ApproveThis is great at getting shit decided. Together, they create a closed-loop system where:

• Notes become actionable requests in 1 click
• Approval decisions auto-document back in Evernote
• External partners can approve without Evernote logins

We’ve seen marketing teams cut 3 days off campaign approvals by linking Evernote briefs to legal/compliance reviews. HR departments stopped losing policy update requests in endless email threads. Even finance teams now approve vendor payments faster because the paper trail’s automatically in Evernote.

Four Ways This Integration Actually Solves Real Problems

1. Kill "Forgot to Submit" Excuses Forever

The Zap: New Evernote note → Auto-create approval request

Example: Your content team drops a blog draft in the "Ready for Legal" notebook. ApproveThis instantly pings the compliance lead via email. They approve/deny right from their inbox – no digging through Evernote. If denied, comments auto-sync back to the note. Works for:

- Design agencies getting client sign-off on wireframes
- Manufacturing teams flagging QC issues from factory notes
- Healthcare orgs routing patient care protocols

2. Stop Wasting Time on Approval Archaeology

The Zap: Approved/denied request → Append decision to Evernote

Example: Your exec team approves a budget increase via ApproveThis. The decision details (who approved, when, comments) automatically append to the original budget planning note. Audit-ready without the copy/paste. Essential for:

- Financial services documenting compliance checks
- Construction firms tracking change order approvals
- EdTech companies managing curriculum updates

3. Make Reminders Actually Mean Something

The Zap: New Evernote reminder → Create approval request

Example: A project manager sets a reminder to renew office software licenses. ApproveThis converts that reminder into an approval task for IT procurement. No more "Set it and forget it" with critical deadlines. Game changer for:

- Legal teams managing contract renewals
- Facilities handling maintenance schedules
- Product teams tracking feature sunset dates

4. Auto-Document Every Decision (Without the Busywork)

The Zap: New approval request → Create Evernote note

Example: Sales submits a custom deal request through ApproveThis. A structured note auto-populates in Evernote with deal terms, approvers, and timeline. Becomes the single source of truth post-approval. Perfect for:

- Enterprise sales teams managing complex deals
- Nonprofits tracking grant approvals
- Agencies handling client scope changes

Why Teams Actually Stick With This Setup

It’s not just about connecting apps – it’s about fixing approval hell in ways specific to Evernote-centric companies:

For Leadership

See real-time approval rates in dashboards instead of asking "Did that get approved?" for the 10th time. Escalate stuck decisions using Evernote’s existing note sharing.

For Cross-Functional Teams

Contractors/vendors approve directly via email (no Evernote logins needed). Vacation mode automatically reroutes approvals without changing Evernote access.

For Process Nerds

Set approval thresholds – auto-approve small expenses but require CFO sign-off on big spends. All logic lives in ApproveThis, keeping Evernote clean.

Setting This Up Without Overcomplicating Things

Through Zapier, it takes 3 steps:

1. Pick an Evernote trigger (new note, reminder, etc.)
2. Map key note content to ApproveThis request fields
3. Set up decision documentation back to Evernote (optional but recommended)

Pro tip: Use Evernote’s notebook structure to control what triggers approvals. "Client Approvals" notebook auto-routes to account managers, "Legal Reviews" goes to counsel, etc.

The Quiet Benefits You’ll Only Appreciate Later

- ApproveThis’ calculated fields can auto-flag high-risk requests based on data in Evernote notes (like budget amounts)
- Approval groups prevent bottleneck when someone’s OOO – delegates get auto-notified
- All decisions get timestamps and digital trails without manual note updates

Who Shouldn’t Bother With This Integration?

If your team uses Evernote strictly for personal notes or doesn’t have recurring approval needs, this is overkill. But if you’ve ever...

- Lost hours recreating approval context from fragmented notes
- Had clients complain about slow response times
- Been burned by "I didn’t see the update in Evernote" excuses

...then it’s time to make those notes actually drive decisions.

Next Steps That Won’t Waste Your Time

1. Grab an ApproveThis trial – takes 8 minutes to set up
2. Connect to Evernote via Zapier (we’ve got pre-built templates)
3. Pick one process that currently sucks – client contracts, inventory orders, whatever
4. Run your first automated approval flow by lunch

Not sure which workflow to start with? Our team does 15-minute customized demos – no sales jargon, just practical setups for companies your size. Claim a slot here.