ApproveThis manages your Sortd for Gmail Integration approvals.

Why Your Team Needs This Integration

Let's be real – approval processes suck. Tasks get stuck in inboxes, decisions linger in Slack purgatory, and everyone's favorite game becomes "Not My Job." That's where pairing ApproveThis with Sortd for Gmail changes the rules. We're talking about turning email threads into actionable approvals that actually move forward, with zero extra logins for your approvers.

Sortd turns Gmail into a task management war room, while ApproveThis adds guardrails to prevent rogue spending, missed deadlines, and "I thought YOU approved that" disasters. Together through Zapier, they create a system where approvals happen where work already lives – your inbox – but with the structure enterprises actually need.

Who Wins (Besides Your Sanity)

Operations Teams

Your job is keeping trains running on time. But when Jane in Marketing needs a $5K vendor payment approved, it shouldn't require 3 follow-up emails and a carrier pigeon. Connect Sortd task assignments to ApproveThis thresholds – under $1K auto-approves, over that routes to Finance. No more chasing down receipts in Slack.

Finance Departments

PO approvals via email attachments? That's how $12K typos happen. Now, when a Sortd task hits "Procurement" list, ApproveThis auto-generates a request with calculated totals. Your team gets context-rich approvals with audit trails, not random PDFs.

External Clients & Partners

Client needs to sign off on campaign assets? They don't need (or want) access to your Sortd boards. ApproveThis sends email-based approvals they can OK in 2 clicks – updates automatically reflect in Sortd. No more "Did you see my reply?" status calls.

4 Ways This Combo Saves Hours Weekly

1. No More Approval Black Holes

Template: Create approval requests for newly assigned Sortd tasks

Marketing agencies live here. Client asks for a "small copy change" via email? That becomes a Sortd task, which triggers an ApproveThis request to the legal team if it impacts compliance deadlines. Legal approves/denies directly from email – task auto-updates in Sortd. No more missed scope creep.

2. Kill Multitasking Mayhem

Template: Assign ApproveThis requests as Sortd tasks

IT teams, this is your jam. When an ApproveThis hardware request gets approved, it auto-creates a Sortd task for procurement with all specs pre-filled. Techs stop juggling 12 tools – everything's tracked where action happens.

3. Stop List-Jumping Chaos

Template: Flag list changes needing oversight

HR teams feel this. Moving a candidate to "Offer Stage" in Sortd? Requires ApproveThis sign-off from Compensation and the hiring manager. Prevents overpromising salaries or roles that don't exist yet.

4. Close the Loop Every Time

Template: Auto-complete tasks post-approval

Facilities managers rejoice. Once maintenance contracts get approved in ApproveThis, the associated Sortd task auto-completes and archives. No more duplicate work or wondering if that HVAC invoice was handled.

Setting This Up Without IT Involvement

Zapier's the glue here. If you can forward an email, you can build these automations:

1. Connect Sortd and ApproveThis in Zapier (takes 3 minutes)
2. Pick your trigger: "New Task" in Sortd, "List Change," etc.
3. Map critical fields: Due dates, amounts, requesters
4. Test with a $1 sample request (prevents "oops" emails)

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing extra eyes. Example: If Sortd task has "Urgent" tag, approval skips junior staff and goes straight to directors.

Why This Isn't Just Another Integration

Most approval tools make you choose between flexibility and control. ApproveThis + Sortd gives both:

• Approvers stay in email – No new logins for clients or execs
• Tasks auto-escalate – Vacation mode prevents bottlenecks

Real-world example: A 200-person SaaS company cut invoice approval time from 6 days to 8 hours by triggering ApproveThis requests whenever Sortd tasks reached their "Accounts Payable" list. Finance VP said it best: "Finally, a system that doesn't require babysitting adults."

Ready to Stop Herding Cats?

ApproveThis works where your team already does – email, Sortd boards, Slack alerts. No more forcing people into yet another dashboard. Setup takes under an hour, and the first 10 approval workflows are free.

Book a 15-minute demo to see how it handles your ugliest approval bottleneck. Or roll the dice and start a free trial – we won't even ask for a credit card.

PS: If you're still manually forwarding approval emails, we have a support group for that. It's called "Using ApproveThis."