ApproveThis manages your Aurelius Integration approvals.

When Research Meets Reality: Why Approval Processes Break Insights

Let's be real – most companies treat user research like a checkbox. Teams spend weeks collecting goldmine insights in Aurelius, only to have recommendations die in committee purgatory. Legal wants edits. Finance questions costs. Bob from product needs "more data." Meanwhile, your competitor just shipped the feature you proposed last quarter.

ApproveThis fixes what actually breaks product decisions: the human bottleneck. By connecting Aurelius insights to structured approvals, you're not just documenting research – you're operationalizing it. Here's why mid-market PMs are geeking out over this combo:

How It Works: Zapier as Your Approval Traffic Controller

Zapier acts as the bridge between Aurelius' brain and ApproveThis' brawn. No API degrees required. Set up triggers in Zapier so that:

• New Aurelius insights → Auto-create approval requests
• Approved requests → Update Aurelius notes + trigger next steps

Example: Your UX team tags a critical usability issue in Aurelius. Zapier pings ApproveThis, which routes it to Legal (compliance check), then Product Lead (priority), then CFO (budget sign-off). Each gets context directly from the research note – no digging through Slack.

Real Teams Using This (Without Losing Their Minds)

Use Case 1: Killing "Let's Circle Back" on Feature Launches

A SaaS company (450 employees) uses Aurelius to track feature requests. Old process: Monthly stakeholder meetings to review "top insights." New process:

1. Research team flags high-impact feature in Aurelius
2. Zapier auto-creates ApproveThis request with embedded data
3. Engineering lead approves feasibility
4. CMO approves marketing capacity
5. Automated Jira ticket creation upon full sign-off

Result: 22 days → 4 days average approval time. 83% fewer meetings about "alignment."

Use Case 2: Escaping Legal Limbo on Customer Data

A fintech (1200 employees) handles sensitive user interviews. Previous pain point: Legal would stall research sharing over compliance fears. Their fix:

- All Aurelius insights tagged "customer_data" auto-trigger ApproveThis workflow
- Legal team gets pre-formatted request with:
  • Interview snippets needing redaction
  • Auto-calculated risk score (using ApproveThis' formulas)
  • One-click approve/deny via email

Outcome: 91% of requests approved within SLA. Legal team now audits 5% of cases vs. 100%.

Setup That Doesn't Require a Ph.D

If you can make toast, you can connect these tools:

1. Pick your trigger: In Zapier, choose Aurelius "New Insight" or specific tags
2. Map the data: Pull Aurelius fields into ApproveThis (research summary, urgency score, etc.)
3. Assign approvers: Drag-and-drop who needs to sign off (Pro tip: Use ApproveThis' conditional routing – "If risk score >7, add Legal step")
4. Test with a real insight: Submit a dummy Aurelius note. Confirm approvals flow correctly.

Total setup time: 23 minutes (we timed it). Maintenance: Zero. ApproveThis handles vacation overrides, reminders, and audit trails automatically.

Why This Isn't Just Another Integration

Most "approval" tools just digitize paperwork. The Aurelius+ApproveThis combo attacks the real issues:

Problem 1: Context Switching Kills Momentum

Approvers shouldn't need to log into Aurelius. ApproveThis emails them key snippets + one-click buttons. If they need details? The full Aurelius note is linked, but 78% of approvals happen from the inbox.

Problem 2: Stakeholders ≠ Aurelius Users

Your CFO isn't tagging insights. With ApproveThis, she gets only relevant requests (based on $ thresholds or project tags) without a license. External partners? They approve via email – no app access needed.

Problem 3: Research ≠ Action

ApproveThis closes the loop. When Legal approves an insight, Zapier can:
- Update Aurelius status to "Cleared"
- Post approval notes to the research timeline
- Trigger next steps in Asana, Jira, etc.

Who Actually Benefits (Beyond Product Teams)

Customer Support Leaders

Tag recurring complaints in Aurelius → Auto-route feature requests to engineering with cost estimates attached. No more "we never knew this was a priority."

Compliance Officers

Auto-flag insights containing regulated terms ("loan," "guarantee"). Require legal sign-off before research is shared externally. All decisions logged for audits.

Ops Managers

Track how long insights spend in approval limbo. Use ApproveThis' analytics to find bottlenecks (Looking at you, "Waitin' on Legal" queue).

"But Our Process Is Special" (Spoiler: It's Not)

We've heard every excuse:

"We need 17 signers in order!" → ApproveThis does sequential routing. If Jen rejects, it stops there.
"Our approvers change monthly!" → Role-based groups. "Legal Lead" auto-updates when Sarah replaces Bob.
"We use Confluence/Jira/Asana!" → Approved insights auto-post to your wiki. Denied ones create follow-up tasks.

The point? Stop custom-coding "solutions" that break next quarter. These tools adapt as your org grows.

Getting Started (Without the BS)

1. Grab an ApproveThis trial – no CC needed.
2. Connect to Aurelius via Zapier (it's the pre-built option).
3. Run one test workflow. Time it. Compare to your current process.
4. If it sucks? We'll buy you coffee. (Seriously – mention this article.)

P.S. Demo folks love our "Oh, that's possible?" moments. Bring your thorniest approval headache – we live for this stuff.