ApproveThis manages your Way We Do Integration approvals.

When Checklists Meet Approvals: No More Process Black Holes

Let's be real - most companies treat checklists like that one relative who gives unsolicited advice. You nod politely, then ignore them completely. Way We Do fixes that by making checklists actually useful for daily workflows. But here's where it gets stuck: completing a checklist step doesn't mean squat if nobody signs off on it. That's where ApproveThis comes in like the bouncer at Club Process Efficiency.

Connect these two through Zapier, and you've got something rare in business tech: a system that both humans and accountants will tolerate. Checklists trigger approvals, approvals update checklists, and everyone stays out of each other's inboxes. It's like teaching your SOPs to finally adult.

Why This Combo Doesn't Suck

Most approval tools treat your existing systems like that weird cousin at Thanksgiving. ApproveThis+Way We Do works different:

• Zero License Jenga: Approvers only need ApproveThis access - no extra Way We Do seats required. Perfect for clients or contractors who shouldn't see your entire playbook.
• Automatic Paper Trails: Every approval decision gets stamped directly into the relevant checklist. Auditors stop crying themselves to sleep.

Take client onboarding. Your CS team nails the Way We Do checklist. Zapier pings ApproveThis. Legal approves the contract terms without ever logging into your SOP system. The client gets onboarded 40% faster, and your team avoids that "waiting on legal" limbo.

Real Uses That Don't Feel Like Corporate Yoga

1. The "We Completed This Step, Now Do Something" Trigger

Zap: Way We Do checklist completion → ApproveThis request
Who Cares: Manufacturing, Healthcare, Anywhere Mistakes Cost Money

Picture a medical device company. Their QA team finishes a production checklist in Way We Do. Instead of Slack-bombing managers, ApproveThis automatically routes approval to the right person based on defect thresholds. Critical issue? It escalates past the plant manager straight to the VP. Routine check? Auto-approved in 2 hours if no response. Suddenly your checklist isn't just busywork - it's the first mile of compliance.

2. The "Decision Made, Now Tell Everyone" Follow-Through

Zap: ApproveThis decision → Way We Do checklist comment
Who Cares: Finance, Legal, Paranoid Industries

Law firms live this. Partner approves a client contract in ApproveThis. Zapier slaps a timestamped comment into the client onboarding checklist: "Approved with revisions per email 11/5". No more associates playing telephone between systems. Bonus: ApproveThis' vacation delegation means summer Fridays don't bottleneck approvals when the managing partner is "working from the Hamptons".

3. The "Get the Big Boss Involved" Nuclear Option

Zap: Way We Do supervisor signoff → ApproveThis request
Who Cares: Enterprise Sales, Government Contracts, Big-Ticket Items

Enterprise sales teams closing six-figure deals. The AE completes the "Contract Finalization" checklist in Way We Do. ApproveThis automatically routes to: Sales Director → CFO → CEO, with calculated fields showing discount percentages. CEO gets an email: "Approve 22% discount on $500K deal?" One click, approved. The checklist updates, finance gets notified, and the AE doesn't have to stalk leadership in the parking lot.

Setting This Up Without Losing Your Mind

1. In Zapier, make friends with the Way We Do and ApproveThis integration
2. Pick your trigger (checklist completed, signoff needed, etc.)
3. Map critical fields: Amounts for approval thresholds, approver emails based on department
4. Test with a real checklist item - try approving from your phone to simulate the exec beach approval scenario

Pro Tip: Use ApproveThis' calculated fields to auto-approve small stuff. $50 office supply order? Let the system okay it. $5,000 client gift? That still goes to the VP. Saves 23% approval time according to actual customers (not making this up).

Department Wins That Might Get You Promoted

HR: Onboarding That Doesn't Require Mind Reading

New hire completes their I-9 in Way We Do. ApproveThis pings HR with the doc. Approved? Checklist auto-completes. Denied? Comment gets added: "Upload the unexpired passport, Greg." All without HR living in either system.

IT: Security Checks That Actually Check

Server maintenance checklist done. ApproveThis routes to InfoSec based on risk level calculated from the checklist data. High risk? Requires two approvals. Routine? Auto-approved overnight. Suddenly your compliance reports write themselves.

Operations: Vendor Management Without the Spreadsheet Hangover

Procurement checklist completed. ApproveThis routes based on vendor risk tier. Under $10K? Auto-approved. New vendor? Goes legal. All decisions feed back into the checklist timeline. Auditors actually high-five you.

The Part Where We Tell You What to Do Next

If you're still manually routing approvals from checklists, congratulations - your team has the patience of Buddhist monks. For everyone else:

1. Grab an ApproveThis trial
2. Connect it to your existing Way We Do via Zapier
3. Automate one approval process this week

Or book a demo to see how approval thresholds can prevent your CFO from manually approving every Starbucks receipt. Your choice.

FAQ For The Skeptics

Q: Can external clients approve without Way We Do access?
A: Yes. They get ApproveThis emails. No Way We Do login needed. Saved one customer 27 license seats.

Q: What if approvers ignore the requests?
A: ApproveThis escalates after your set time. Combine with Way We Do due dates for maximum guilt-tripping.

Q: Our checklists have 50+ steps. Overkill?
A: ApproveThis only triggers on steps you choose. We don't make you approve the office coffee order. Unless it's that serious.