ApproveThis manages your Genial Integration approvals.

When Approval Management Meets AI Agents

Let’s cut to the chase: approvals suck. They’re the traffic jam in your workflow highway. Enter ApproveThis and Genial – two tools that don’t just play nice together, but actually make approval processes suck less. Here’s the deal: ApproveThis handles the structured decision-making, while Genial’s AI agents manage the operational heavy lifting. Connect them through Zapier, and you’ve got a system where approvals trigger actions and vice versa – without human babysitting.

Think of it like this: Your team submits requests. Approvers approve or deny via email. Genial’s agents automatically handle whatever comes next – updating records, triggering follow-ups, or escalating issues. No more “I thought you were handling this” emails. No more approval black holes.

Why This Combo Actually Matters

Most companies between 50-5,000 employees aren’t small enough to wing it, but not big enough to build custom solutions. That’s where this integration hits different:

• No license wars: Approvers only need ApproveThis access – critical when dealing with clients or contractors who shouldn’t have full app access
• AI that actually helps: Genial’s agents do more than chatbot small talk – they execute real workflow steps post-approval

A marketing agency uses this to approve client campaign budgets, then auto-generate project briefs. A SaaS company routes feature requests through approvals before Genial agents prioritize them in dev sprints. The pattern? Structured decisions meeting automated execution.

Real Use Cases That Don’t Feel Like Corporate Fluff

1. Email Submissions → Instant Approvals

The Setup: New email lands in Genial → ApproveThis creates approval request → Decision triggers Genial agent action

Who Cares: Customer support teams drowning in “Can we refund this?” emails. Instead of CC’ing three managers, Genial routes it to ApproveThis. Approvers get an email, click approve/deny, and Genial’s agent either processes the refund or sends the rejection – with all context intact.

Killer Feature: Approval Thresholds mean small refunds auto-approve, only big ones need human eyes. Finance teams get control without micromanaging $20 disputes.

2. Approved? Let the Bots Handle the Boring Part

The Setup: Approval happens in ApproveThis → Genial agent queries relevant data → Updates systems automatically

Who Cares: HR teams approving equipment requests. Once approved, Genial’s agent checks inventory, sends order details to procurement, and schedules setup – no manual data entry. If inventory’s low, the agent pings the manager before ordering.

Secret Weapon: Calculated Fields in ApproveThis automatically apply discount rules or budget caps before requests even reach approvers.

3. Denied Requests That Actually Get Followed Up

The Setup: Request gets denied in ApproveThis → Genial agent initiates predefined recovery workflow

Who Cares: Sales ops teams handling contract exceptions. When a deal discount gets rejected, Genial’s agent notifies the AE, suggests alternative terms, and schedules a check-in. No more dropped deals because someone forgot to follow up.

Pro Move: Vacation Delegation ensures denied requests never get stuck because Karen from Legal is on safari.

Setting This Up Without Losing Your Mind

If you can set up a Slack channel, you can do this:

1. Zapier Account: Free tier works to start
2. Connect ApproveThis: Get your API key here
3. Connect Genial: Their docs are actually readable
4. Pick Your Trigger: Start simple – “New email in Genial needs approval”
5. Test with Fake Data: Approve a test request, watch Genial do its thing

Pro tip: Use ApproveThis’s Template Builder to mirror your existing approval processes first. Then add Genial’s automation as phase two.

Which Teams Stop Hating Their Tools

Customer Support

Escalations that don’t require 17 forwards. Approval for exceptions (refunds, account unlocks) happens in ApproveThis, then Genial agents execute the resolution. SLAs get met without managers needing to live in ZenDesk.

Finance

PO approvals that auto-check budget thresholds. If approved, Genial agents generate purchase docs. If denied, agents notify requesters with spend guideline reminders. Month-end closes become less apocalyptic.

Operations

Contract approvals trigger Genial agents to pull vendor risk scores. High risk? Agent auto-schedules a compliance review. Low risk? Agent initiates onboarding. Procurement cycles drop from weeks to days.

What You’re Not Getting Elsewhere

Other approval tools stop at “request approved.” Other AI platforms can’t handle structured workflows. This combo actually closes the loop:

Scenario: Field service request approved → Genial agent checks technician availability → Schedules dispatch → If no techs available, pings ApproveThis to escalate → New approval request for overtime costs.

This isn’t automation for the sake of it – it’s fixing the broken handoffs between decision and action.

Common Objections (And Why They’re Wrong)

“We already have Slack approvals.” Cool. Now track those in an audit trail, apply conditional logic, and trigger next steps automatically. Your CFO will high-five you.

“Genial is just for chatbots.” Their agents handle backend workflows too – think of them as digital interns that actually follow instructions.

“Our process is too complex.” Approval groups, sequential approvals, and calculated fields handle nested hierarchies and dollar thresholds. If your process can be diagrammed, it can be automated.

Bottom Line

This isn’t about flashy tech. It’s about fixing the approval black holes that cost you hours every week. ApproveThis gives structure to decisions. Genial gives legs to those decisions. Together, they turn “Did that get approved?” from a daily anxiety to a system that just works.

Next step: Book a 15-minute demo where we’ll map one of your actual approval processes to this setup. No generic sales pitch – just your use case, live.

Or if you’re feeling brave, start a free trial and connect it to Genial yourself. We’ve got pre-built Zapier templates for the common scenarios.

Final Reality Check

This won’t solve all your process problems. But if you have even one approval workflow that involves more than two people and a follow-up action, this combo will save you time tomorrow. Not “maybe in six months” time. Actual, measurable, “why didn’t we do this sooner” time.