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Cobot Integration

ApproveThis manages your Cobot Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Bureaucracy Meets Flex Desks

Let’s be real: coworking spaces aren’t exactly known for their love of red tape. But here’s the problem – when you’re managing hundreds of members, thousands of invoices, and endless booking requests, “winging it” with approvals stops being cute. Enter the ApproveThis + Cobot combo: an approval system that works as hard as your community manager during peak move-in season.

Why This Integration Doesn’t Suck

Cobot keeps your space running. ApproveThis keeps decisions moving. Together, they automate the bureaucratic sludge that makes your team miss the days of dealing with jammed printers. We’re talking:

  • Zero manual handoffs between systems
  • Approvals that happen where your team already works (email, Cobot, Slack – whatever)
  • Automatic paper trails that won’t make your accountant cry

Best part? External approvers (like clients or investors) don’t need Cobot licenses to greenlight stuff. They just click a button in an email. No login. No drama.

Real-World Uses That Actually Matter

1. Invoice Approvals That Don’t Require a PhD in Spreadsheets

Scenario: Your Cobot system auto-generates invoices for members’ beer fridge overages, event space rentals, and those 127 extra printer pages they swear weren’t theirs.

The Problem: Finance teams waste hours cross-referencing invoices with signed agreements. Legal wants to review anything over $5k. Meanwhile, members are emailing “Why was I charged for 3D printer filament? I don’t even know what that is!”

The Fix: Connect Cobot’s “Invoice Created” trigger to ApproveThis via Zapier. Now:

  • Invoices over $5k auto-route to Legal + Finance
  • Under $500? Auto-approved with a receipt check
  • Disputed charges? Comments get logged directly in Cobot

Who Cares: Operations teams cut invoice processing time by 60%. Finance stops playing detective. Members get explanations faster than they can type an angry Slack message.

2. Membership Cancellations That Don’t Ghost You

Scenario: Member cancels via Cobot portal. Your system schedules the cancellation date. But wait – did sales try to retain them? Does facilities need to schedule a locker clean-out? Has accounting confirmed their final invoice?

The Problem: Cancellations fall into a black hole of “maybe someone will handle it.” Next thing you know, you’ve refunded someone who kept their keys for 3 extra months.

The Fix: When Cobot hits a cancellation date, ApproveThis:

  • Pings facilities to check locker status
  • Requires accounting confirmation
  • Logs all steps as a Cobot activity automatically

Who Cares: Community managers stop playing babysitter. CFOs get clean revenue reports. Members don’t accidentally owe $2k because someone forgot to flip a switch.

3. Approval Requests That Actually Show Up

Scenario: Your events team needs approval for a 200-person networking night. They submit a request via ApproveThis. Then…nothing. Because it got lost in someone’s inbox, and now you’ve got 200 people showing up to a space booked for yoga.

The Fix: Every new ApproveThis request auto-creates a Cobot activity with:

  • Deadline visible on team calendars
  • Auto-reminders that escalate if ignored
  • Approval status synced back to Cobot booking system

Who Cares: Event planners book confidently. Approvers can’t pull the “I didn’t see the email” excuse. Members don’t walk into a half-setup taco bar.

Setup That Won’t Make You Call IT

Step 1: Create a Zapier account (it’s the duct tape between apps)

Step 2: Pick your trigger (“Invoice Created” in Cobot, “New Request” in ApproveThis, etc.)

Step 3: Map the important data (invoice amount → approval threshold, member email → approver group)

Step 4: Test with a $5 invoice or dummy cancellation. Because nobody wants to accidentally approve a Tesla purchase on the first try.

Why Your Teams Will Stop Complaining

For Finance:

Auto-approve routine invoices. Flag outliers. Get audit trails that even your grumpiest auditor can’t hate. Approval thresholds mean you only see what matters.

For Operations:

Booking approvals sync directly with Cobot’s calendar. No double-checking. No overbookings. Vacation delegation means Jill’s beach trip doesn’t hold up the new espresso machine purchase.

For Community Managers:

See every approval impacting your space in Cobot’s activity log. No switching apps. No missed context. Automatic reminders mean you’re not the bad guy chasing approvals.

This Isn’t Just “Another Integration”

ApproveThis doesn’t just push buttons in Cobot – it adds human decision-making to automated processes. You get:

  • Approval logic based on real-time data (invoice amounts, member status, space availability)
  • Flexibility to involve clients/contractors without Cobot licenses
  • Automatic fallbacks when Karen from Accounting is on PTO

Translation: You look organized without actually having to be organized.

Cool Features You’ll Actually Use

Email Approvals: Approvers can OK a $20k renovation from their phone. No login. No app download. Just “Approve” or “Deny” in their inbox.

Calculated Fields: Auto-flag invoices that exceed member’s security deposit. Instant math > manual spreadsheets.

Approval Groups: Need 3 VPs to sign off on a new membership deal? Set it and forget it. They’ll get nagged automatically.

Ready to Stop Being a Approval Janitor?

If your Cobot setup feels like it’s held together with Slack threads and hope, maybe it’s time to adult. ApproveThis isn’t another tool – it’s the reason your team can actually use Cobot without wanting to burn the place down.

Get Started Free (takes 8 minutes – we timed it)

Or book a demo to see how a 50-person coworking space processes 1k+ approvals/month without hiring a coordinator.

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Integrate with Cobot Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Cobot

Suggested workflows (and their Zapier components) for Cobot

Create approval requests for new invoices in ApproveThis

Managing new invoices can be challenging. With this integration, automatically create an approval request in ApproveThis whenever a new invoice is generated in Cobot. Streamline your invoice approval process by ensuring each invoice undergoes the necessary review and approval promptly, saving time and ensuring accuracy.

Zapier Components

Cobot Logo

Trigger

Invoice Created

Triggers when an invoice is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Initiate approval processes for membership cancellations in ApproveThis

Ensure membership cancellations are properly managed by initiating an approval process in ApproveThis every time a membership cancellation date is reached in Cobot. This integration helps maintain oversight and accurate record keeping for memberships.

Zapier Components

Cobot Logo

Trigger

Membership Cancellation Date Reached

Triggers on the day when membership cancellation applies.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create activities in Cobot for new approval requests in ApproveThis

Automatically manage approval requests received by ApproveThis by logging a new activity in Cobot. This integration keeps your team informed and records actions needed, ensuring that every approval request is followed up with the appropriate next steps.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Cobot Logo

Action

Create Activity

Creates an Activity.