Walkthroughs
Use-case walkthroughs
Process-specific examples that connect ApproveThis guides into working approval workflows.
Human approval gates inside your automations
Put a human decision inside an automated pipeline. A Zap or webhook raises the request, a person decides, and your systems read the outcome back over the API.
Read docClient approvals under your firm's brand
Approval emails that carry your firm's own colors and sender name, and a timestamped record of every client authorization.
Read docCapex requests with committee sign-off
Committee capex votes resolve on a majority, the CFO signs electronically, and auditors verify the certificate on their own.
Read docClient creative approval with timestamped feedback
Clients watch the cut inline and sign off without an account, and feedback lands as comments pinned to exact moments.
Read docClient onboarding intake and kickoff approval
A public intake form collects the client's details and contract, then finance signs off billing terms before work starts.
Read docSales discount approvals that keep deals moving
Small discounts stop at the sales manager. Deep ones pull in the VP and finance automatically, and reps get answers in one click.
Read docConstruction change orders signed before work proceeds
No signed change order, no dispute risk — 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
Policy and contract sign-off with e-signatures, versioned revisions, locked comments, and a certificate anyone can verify.
Read docNew-hire onboarding that IT and payroll can't miss
One onboarding request that IT, facilities, and payroll all watch — and a slipped start date becomes a visible revision, not a lost email.
Read docExpense and reimbursement approvals with receipt proof
Claims arrive with receipts attached, over-limit spends escalate to finance, and the paid batch exports and then archives.
Read docHiring requisitions and offer approvals
Requisitions run department head, then finance — and only senior salaries reach the COO. The quarter exports for the board pack.
Read docInvoice approvals straight from the inbox
Vendors email PDFs straight into the workflow. Fields fill themselves from the attachment, and approvers decide without leaving email.
Read docIT access requests with an audit-ready trail
Approval before provisioning, privileged grants escalated to a security lead, and access-review evidence one export away.
Read docPTO and leave requests with team-wide visibility
Managers approve leave from email, delegates cover their vacations, and one calendar shows who is out when.
Read docPurchase order approvals with spend thresholds
A calculated total routes each PO through exactly the sign-offs its amount requires. The spend policy enforces itself.
Read docTimecard approvals routed from QuickBooks Time
QuickBooks hours route to each employee's own manager by lookup table, with a named fallback so nothing is paid unreviewed.
Read docVendor onboarding and payment-detail approval
Vendors submit their own paperwork on a public form. Finance verifies the banking details before anyone gets paid.
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