ApproveThis manages your Check Integration approvals.

Let’s get real: approvals suck. Chasing down sign-offs via email, losing track of versions, and playing phone tag with external partners isn’t just annoying—it’s expensive. Especially when you’re dealing with high-stakes documents, financial reports, or compliance materials that can’t afford errors. That’s where ApproveThis and Check come in. Together, they turn messy approval chains into a closed-loop system for teams that need precision without the paperwork.

Why This Combo Works Like Duct Tape for Broken Processes

ApproveThis is the traffic controller for your decisions. It automates who needs to sign off on what, when, and how urgently. Check is where teams collaborate on fact-checking, annotating documents, and keeping a bulletproof paper trail. Connect them via Zapier, and you’ve got something better than a workflow—you’ve got accountability insurance.

What You’re Fixing

Without this integration:

• Approvals get stuck in inboxes while Check documents gather dust
• Version control becomes a game of “which draft are we even reviewing?”
• External partners (lawyers, clients, auditors) can’t easily participate without logins

Use Cases That Actually Matter

We’re not here to sell you on “faster approvals.” Here’s how specific teams use this combo to avoid real problems:

1. Legal Teams: Stop Playing Whack-a-Mole with Contract Revisions

When a new contract draft hits Check, ApproveThis automatically routes it to:

• In-house counsel (mandatory)
• Department heads (if financial thresholds are met)
• External law firms (via email—no Check license needed)

Approvers get the Check link directly in their email. They review, annotate, and ApproveThis enforces a strict sequential order—legal signs off before finance even sees it. If someone’s OOO, vacation delegation auto-assigns their colleague.

2. Finance Teams: Audit-Proof Every Report Change

Every time Check publishes a quarterly report:

1. ApproveThis pings the CFO and external auditors
2. Calculated fields auto-check if numbers exceed variance thresholds
3. Approved? Check locks the document. Denied? Revisions get logged as claims in Check

Real-world impact: A 500-person SaaS company cut month-end close delays by 60% because approvals couldn’t get “lost” between systems.

3. Compliance Teams: No More “I Didn’t See That Update”

Regulatory documents in Check require approvals from:

• Compliance officers
• Department heads
• External regulators (view-only in Check)

ApproveThis forces sequential sign-off, tracks every “approve/deny” with timestamps, and auto-creates Check claims for any required follow-ups. Bonus: Approval thresholds mean minor edits don’t bottleneck the whole team.

Setup That Takes Less Time Than a Coffee Break

No devs required. Here’s the playbook:

1. Create Your Zapier Connection: Zapier links ApproveThis + Check in 5 minutes
2. Pick Your Triggers: New Check folders, published reports, or status changes
3. Build Approval Rules: Set who approves what, in which order, with which deadlines
4. Test with a Live Document: Use a real Check file—see how annotations feed into ApproveThis comments

Pro tip: Use Check’s tags to auto-assign approval groups. “Legal-Contract” tags? Route straight to your General Counsel’s queue.

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

This isn’t a checkbox exercise. These matter:

Email Approvals That Don’t Suck

Approvers get a clean email with:

• Direct link to the Check document
• Key context (version number, deadline, $ amounts)
• One-click approve/deny without logging into Check

Vacation Coverage That Doesn’t Require Mind Reading

Jane from Legal is climbing Everest? ApproveThis auto-reassigns her Check doc reviews to Bob, with all the original context. No IT tickets required.

Real-Time Dashboards That Show Sticks, Not Just Carrots

See which Check documents are stuck, who’s bottlenecking, and which approvals are past deadline. Exportable for those fun “why are we late?” leadership meetings.

Why This Beats Native Integrations

Check’s great at collaboration. ApproveThis is great at enforcement. Together via Zapier, they cover each other’s blind spots:

• External Users: Clients approve Check docs via email (no licenses)
• Conditional Logic: ApproveThis skips unnecessary approvers based on Check tags
• Audit Trails: Every approval links to exact Check document versions

Bottom Line: It’s About Avoiding Costly Mistakes

For teams where errors mean lawsuits, fines, or lost clients, this integration isn’t “nice to have.” It’s a liability shield. You’re not just approving documents faster—you’re making sure the right people actually looked at the right things.

Next Steps:

1. Start an ApproveThis trial (takes 2 minutes)
2. Book a 15-minute demo to see the Check integration live
3. Clone our pre-built Zaps to hit the ground running

Because manually tracking approvals in 2024 is like using a fax machine—technically possible, but why?