ApproveThis manages your Avoma Integration approvals.

When Meetings Meet Approvals: No More "We'll Circle Back"

Let's be real – most companies aren't struggling to have meetings. They're struggling to do something with them. Avoma captures every "let's take this offline" and "I'll follow up" moment, while ApproveThis turns those vague action items into actual decisions. Connect them through Zapier, and suddenly your team's endless talking becomes traceable, trackable action.

This isn't about replacing human judgment – it's about giving your sales, customer success, and legal teams guardrails so they can move fast without breaking things. Think of it like giving your approval processes a transcript and a paper trail that doesn't suck to manage.

What Each Tool Brings to the Table (Besides Boredom)

Avoma: The Overheard

Avoma's the silent note-taker in every customer call, deal negotiation, or compliance review. It doesn't just record – it tags action items, highlights key quotes, and surfaces when someone says "I need sign-off on this." Perfect for teams who live on Zoom but die a little every time they have to manually parse 47 minutes of small talk.

ApproveThis: The Decider

ApproveThis is where vague next steps go to get resolved. Custom approval chains? Check. Automatic escalations when budgets get spicy? Yep. Letting external partners approve stuff without buying them a seat on your fancy tools? That's the secret sauce. It's approval workflows that don't require chasing people through Slack.

Why This Combo Doesn't Just "Work" – It Actually Solves Sh*t

Most tool integrations are like that coworker who says "I'll sync with you later" – all promise, no follow-through. This one's different. Here's where it hits different for teams drowning in decision limbo:

For Sales Teams: Close Deals, Not Tickets

Picture this: Your AE drops a custom pricing ask in a client call. Avoma flags it. ApproveThis automatically routes it to Sales Ops while the client's still on the line. Legal gets looped in only if the discount crosses the red line. No more "I sent an email but idk if they saw it" – just a clear path from "maybe" to "signed."

For Customer Success: Stop Being a Human Router

When a customer says "Can you add this feature?" in a QBR, Avoma tags it. ApproveThis shoots it to Product – but only after the CSM's manager verifies it's a real need, not just one loud customer. Roadmap requests with context, not chaos.

For Legal/Compliance: Audit Trails That Don't Lie

That moment in a contract negotiation where someone says "We can agree to this clause"? Avoma timestamps it. ApproveThis requires Legal sign-off before anyone can mark the deal closed. No more "But I thought we verbal'd that!" – just a clear chain from verbal okay to written approval.

Real-World Use Cases That Don't Feel Like Bot-Generated BS

Use Case 1: Auto-Flagging Deal Risks Before They Blow Up

How it works: Avoma detects when a sales rep verbally approves a custom term ("Sure, we'll do 120-day payment terms!"). Zapier triggers ApproveThis to create an approval task for the VP of Sales. Deal can't move to contracting until validated.

Who cares: Finance teams tired of discovering rogue deals. Sales leaders who want to coach reps in real-time, not clean up messes later.

Use Case 2: Turning Customer Rants Into Action (Without the Drama)

How it works: Avoma identifies recurring complaints in support calls ("Your API keeps timing out"). ApproveThis routes upgrade/discount requests to a panel: Support Lead (validates issue), Product Lead (assesses fix timeline), then CFO if discount exceeds 15%.

Who cares: Customer Success VPs balancing retention costs. CEOs tired of churn surprises.

Setting This Up Without Needing an IT Degree

If you can use DoorDash, you can connect these tools. Here's the cheat code:

1. Zapier Account: Free tier works. Go to Zapier
2. Trigger: Pick Avoma's "New Conversation"
3. Action: Choose ApproveThis' "Create Request"
4. Map Fields: Attach the meeting transcript, flag who needs to approve (Pro tip: Use ApproveThis' conditional logic here – i.e., deals over $50k auto-add the CFO)

Total setup time: Less than it takes to sit through your weekly "process improvement" meeting.

Features You'll Actually Use (Not Just Pay For)

For the Control Freaks: Approval Thresholds

Set it so any discount over 20% in a sales call automatically escalates to the CRO. No more hoping reps remember the rules.

For the Realists: Vacation Delegation

Legal lead OOO? Approvals auto-shift to their deputy. No more "Sorry, Greg's hiking the Alps – your contract is stuck."

For the Paranoid: Full Audit Trails

Every approval ties back to the exact moment in the Avoma recording. Perfect for when someone claims "That's not what I agreed to!"

Who Benefits (Besides Your Sanity)

Sales Ops Teams:

Stop being the approval police. Let the workflow handle escalations while you analyze why deals stall.

Customer Success Directors:

Turn reactive fire-drills into proactive account plans. Know which requests actually matter.

Legal Departments:

Review only the risky stuff. No more approving NDA tweaks while the sales team wings a liability clause.

The Bottom Line (No Fluff Edition)

ApproveThis + Avoma via Zapier isn't another "innovation" tax. It's for teams tired of:

• Decisions getting lost in Slack voids
• Playing detective with meeting notes
• External partners ghosting approval requests

It works because it's not trying to be clever – just ruthlessly efficient. Like giving your approval processes a transcript and a backbone.

Cool. How Do I Stop the Madness?

Either:

Option 1: Register for ApproveThis, connect to Avoma in 15 minutes, and actually know where your deals stand.

Option 2: Book a demo, and we'll show you how to cut approval delays by 60% (yes, that's the average).

Your choice. But if you pick "keep doing manual follow-ups", we can't help you.