Walkthroughs
Use-case walkthroughs
Process-specific examples that connect ApproveThis guides into working approval workflows.
Human approval gates inside your automations
a Zap or webhook creates the request, a person decides, and your systems read the decision back over the API.
Read docClient approvals under your firm's brand
a bookkeeping firm's approval emails carry the firm's own colors and sender, and every client authorization is timestamped.
Read docCapex requests with committee sign-off
a majority vote resolves the committee step, the CFO signs, and an auditor can verify the certificate independently.
Read docClient creative approval with timestamped feedback
clients watch the cut inline, pin comments to exact moments, and sign off without an account.
Read docClient onboarding intake and kickoff approval
a public form collects the details, and finance signs billing terms before work starts.
Read docSales discount approvals that keep deals moving
small discounts stop at the manager, deep ones add the VP and finance, and reps get answers in one click.
Read docConstruction change orders signed before work proceeds
the owner's rep signs from an email link, and the certificate goes in the project file.
Read docDocument and policy sign-off with e-signatures
versions preserved, comments locked immutable, and a verifiable certificate for the record.
Read docNew-hire onboarding that IT and payroll can't miss
watchers put every downstream team on the same request, and date slips become visible revisions.
Read docExpense and reimbursement approvals with receipt proof
receipts attached, over-limit claims escalated, the paid batch exported and archived.
Read docHiring requisitions and offer approvals
senior offers trip a salary threshold to the COO, and the quarter exports for the board pack.
Read docInvoice approvals straight from the inbox
vendors email PDFs to a mailbox address, fields fill themselves, and approvers decide without leaving email.
Read docIT access requests with an audit-ready trail
approval before provisioning, privileged grants escalated, and access-review evidence one export away.
Read docPTO and leave requests with team-wide visibility
managers approve from email, delegates cover vacations, and the calendar shows who is out when.
Read docPurchase order approvals with spend thresholds
a calculated total routes each PO through only the sign-offs its amount requires, and the policy enforces itself.
Read docTimecard approvals routed from QuickBooks Time
each employee's hours route to their own manager by lookup table, with a named fallback so nothing slips through unreviewed.
Read docVendor onboarding and payment-detail approval
vendors submit their own paperwork on a public form, and finance verifies banking details before anyone pays them.
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