ApproveThis manages your Cassidy Integration approvals.

Why ApproveThis and Cassidy Are Better Together

Let’s cut to the chase: approvals are the backbone of business decisions, but they’re often a bottleneck. Cassidy brings AI-powered workflow automation to the table, while ApproveThis slaps structure on chaotic approval processes. Combine them through Zapier, and you get something smarter than your average bear.

Cassidy’s AI assistants analyze data and automate tasks across your tech stack. ApproveThis forces decisions to happen – cleanly, trackably, and without endless Slack pings. Together, they turn “waiting on approvals” from a productivity killer to a checkbox.

The Nuts and Bolts

ApproveThis handles the who and when of decisions: multi-step approvals, automatic escalations, and real-time tracking. Cassidy owns the what happens next: AI-driven actions in your CRM, ERP, or whatever alphabet soup your company runs on. Connect them via Zapier, and approvals become triggers for smarter workflows.

Bonus: Approvers in ApproveThis don’t need Cassidy licenses. Perfect for external partners or departments allergic to new software.

Use Cases That Actually Matter

1. Auto-Create Approvals When AI Workflows Finish

Cassidy’s AI crunches numbers, generates reports, or qualifies leads. But then what? Human oversight still matters. This Zap fires when Cassidy completes a workflow:

Cassidy finishes → ApproveThis creates approval request → Decision-makers review

Real example: A marketing agency uses Cassidy to auto-generate client campaign budgets. When complete, ApproveThis routes the budget to the client lead and CFO. Approval happens in 2 clicks via email – no budget spreadsheet tennis.

2. Kickstart AI Workflows When New Requests Land

Flip the script: Someone submits a purchase request in ApproveThis. Before it even reaches approvers, Cassidy’s AI checks inventory levels, predicts delivery timelines, and updates the request with real data.

Real example: A manufacturing team requests specialty parts. Cassidy automatically checks supplier lead times and adds shipping cost estimates to the approval ticket. Approvers get context without chasing down 3 systems.

3. Post-Approval Automation That Doesn’t Suck

Most tools stop at “approved.” That’s where Cassidy shines. When ApproveThis approves a vendor contract, Cassidy can:

• Auto-create vendor profiles in your ERP
• Schedule onboarding tasks
• Generate AI summaries for the legal team

Real example: A healthcare network approves new clinic software. Cassidy automatically provisions user licenses, schedules training sessions, and updates asset management records. IT stays sane.

Setting Up the Integration Without the Headache

No PhD required. If you can make toast, you can connect these:

Basic Steps

1. Create a Zapier account (free tier works)
2. Choose your trigger (e.g., “Workflow Finished” in Cassidy)
3. Select ApproveThis as the action app
4. Map Cassidy’s output to ApproveThis fields
5. Test with a real request

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. Example: If Cassidy’s AI detects a vendor with late payment history, ApproveThis can require C-level approval automatically.

Who Benefits (Spoiler: Everyone)

Operations Teams

Cut procurement cycle times by 40%: Cassidy pre-fills vendor risk assessments, ApproveThis routes based on dollar thresholds. No more chasing department heads for rubber stamps.

Finance Teams

Cassidy auto-flags expense reports that break policy. ApproveThis escalates exceptions. Month-end closes stop being a horror show.

IT & Security

New software request? Cassidy checks compliance frameworks. ApproveThis routes to CISO only if risks exist. 80% of requests get auto-approved safely.

External Partners

Clients approve campaign drafts via ApproveThis (no login needed). Cassidy auto-updates project timelines in Asana. No more “Did you get my email?” calls.

The Unfair Advantages

Beyond basic automation, this combo solves real headaches:

Vacation Mode Isn’t a Joke

ApproveThis auto-reassigns approvals when someone’s OOO. Cassidy updates handoff docs. Projects don’t stall because Karen went to Bali.

Audit Trails That Don’t Lie

Every approval in ApproveThis timestamps who approved what. Cassidy logs every AI action. Compliance teams stop having panic attacks.

Budget Overruns Get Nuked

ApproveThis’ approval thresholds block overspending. Cassidy predicts budget gaps before they happen. CFOs sleep better.

Get Moving

This isn’t future tech – it’s plug-and-play today. Companies between 50-5k employees are already using this combo to:

- Slash approval times by 60%+
- Reduce errors in regulated processes
- Stop using “approval follow-up” as a full-time job

ApproveThis starts at $29/month. Cassidy offers tiered pricing based on workflow volume. Together, they cost less than the productivity leaks they plug.

Next steps:
- Register for ApproveThis (free 14-day trial)
- Explore Cassidy’s AI workflows
- Or book a 15-minute demo to see the integration live

No more “I’ll get to it tomorrow.” The robots are waiting.