When "Just Approve It" Isn't a Strategy
Let's be real - most approval processes suck. Someone's always out of office. Requests get buried in Slack. Finance is yelling about unauthorized purchases again. For teams using Cohere to manage services and sales, this chaos isn't just annoying - it's expensive. Enter ApproveThis. We're the duct tape that holds your approval processes together without making everyone hate you.
Why This Combo Doesn't Just Work - It Wins
Cohere handles your service delivery and sales pipeline like a champ. ApproveThis handles the "can we actually do this?" part. Together through Zapier, they:
- Auto-convert new leads into approval requests before your sales team overpromises
- Flag sketchy purchases before they hit your bank account
Best part? Approvers don't need Cohere logins. Just send them an email they can approve/reject in 2 clicks. Your external clients and contractors stay in the loop without you buying more software seats.
Real-World Uses That Don't Feel Like Corporate BS
For Sales Teams Who Hate Paperwork
Scenario: Your coaching agency lands a whale client through Cohere. Normally, this would trigger 3 approval steps across sales, legal, and delivery. Instead:
1. Cohere detects new lead
2. Zapier fires approval request to ApproveThis
3. Sales director approves via email during her commute
4. Legal gets auto-notified only if contract value >$50k
We've seen consulting firms cut proposal approval time from 72 hours to 90 minutes. Actual numbers from real users (not making this up).
For Finance Teams Who Love Rules
When Cohere records a new purchase:
- Auto-check against budget thresholds
- Escalate anything over $10k to CFO
- Auto-approve renewals under $5k
- Send decline reasons directly to Cohere for client comms
An e-learning company using this combo reduced unauthorized spends by 40% last quarter. Because sometimes robots > humans at saying "no."
Setup That Doesn't Require an IT Degree
1. Create a Zapier account (free tier works)
2. Connect Cohere as trigger app
3. Pick your trigger (new lead/purchase)
4. Connect ApproveThis as action app
5. Map Cohere data to approval request fields
6. Test with live data
Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special attention. Like adding a "High Risk" tag if lead value exceeds X or comes from certain industries.
Why This Isn't Just Another Integration
Most approval tools make you choose between speed and control. We don't. Here's what our users actually care about:
For execs: See approval bottlenecks in real dashboards. No more "I thought Karen approved that?"
For ops: Vacation delegation that actually works. John's out? Requests auto-reroute to Lily without missing a beat.
For clients: They approve stuff through email without logging into yet another portal. Less friction = faster payments.
Who Actually Benefits From This?
Consulting Firms
Stop letting junior consultants promise deliverables you can't staff. Auto-route new Cohere leads based on service type:
- Strategy workshops > Partner approval
- Coaching packages > Team lead approval
- Add-ons > Auto-approved
Agencies
Client wants to add a $20k video production package through Cohere? Approval rules:
- Check client payment history
- Confirm creative team availability
- Get CCO signoff if over budget
- Auto-decline if client has unpaid invoices
Course Creators
When someone buys your $2k masterclass:
- Auto-approve if seats available
- Flag for review if waitlisted
- Escalate refund requests over 14 days
The Quietly Powerful Features You'll Actually Use
We don't brag about AI blockchain synergy nonsense. Just stuff that works:
Approval thresholds: Auto-approve purchases under $500. Save human brainpower for real decisions.
Conditional routing: Send enterprise leads to biz dev, individual buyers to sales ops.
Audit trails: Perfect for compliance checks. Know exactly who approved what and when.
Common Objections (And Why They're Wrong)
"We already use Cohere's basic approval features."
Cool. Now add multi-step approvals, delegation, and real tracking. Basic is for lemonade stands.
"Our process is too complex."
We handle approval chains with 15+ steps. If your process is more complicated than FDA drug trials, we might actually enjoy the challenge.
How to Not Screw This Up
Do:
- Start with 1-2 critical processes (like high-value leads)
- Use email approvals for external partners
- Set escalation rules for stale requests
Don't:
- Try to automate every approval day one
- Forget to test vacation coverage
- Skip setting dollar thresholds
Cool Kids Don't Fill Out Sales Forms
If you made it this far, you get it. Either:
A) Keep doing approval roulette via email chains
B) Try ApproveThis free for 14 days
Or if you're the "talk to a human" type: Book a 12-minute demo. We'll show you how to set up the Cohere integration live. No corporate jargon guarantee.
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