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DailyBot Integration

ApproveThis manages your DailyBot Integration approvals.

April 17, 2025

Integration Category: Project Management

When Approval Meets Automation

Modern teams face two critical challenges: keeping processes moving fast while maintaining control, and ensuring visibility without creating bottlenecks. ApproveThis solves the first problem with intelligent approval automation, while DailyBot excels at streamlining team coordination through automated check-ins and recognition. Together, they create a closed-loop system where decisions happen faster, teams stay aligned, and nothing falls through the cracks.

Consider this real-world scenario: A marketing team needs quick sign-off on campaign budgets while remote team members submit daily progress reports. With ApproveThis handling the budget approvals via automated workflows and DailyBot managing status updates, leadership gains real-time visibility into both spending decisions and execution progress through a single interface.

Why This Integration Changes the Game

DailyBot's strength in daily operations meets ApproveThis' structured decision-making in three key ways:

Decision Velocity

Approval requests triggered by DailyBot check-ins or forms automatically route to the right people through ApproveThis' conditional workflows. A sales team could auto-escalate discount approvals based on deal size mentioned in DailyBot standup responses.

Contextual Visibility

Approval statuses and DailyBot updates appear side-by-side in team channels. Project managers see both task completion rates (from DailyBot) and pending resource approvals (from ApproveThis) without switching tools.

Cross-Platform Accountability

Automated kudos in DailyBot when approvals complete creates positive reinforcement. Teams handling client work can recognize fast-turnaround approvals without exposing external stakeholders to internal systems.

Four Workflows That Deliver Real Impact

1. Recognition-Triggered Approvals

When a DailyBot kudos recognizes exceptional work, ApproveThis can auto-initiate reward approvals. A tech support team might automate gift card approvals for employees receiving multiple client compliments in DailyBot.

2. Form-to-Approval Automation

DailyBot forms submitted for equipment requests or travel approvals trigger parallel approval chains in ApproveThis. HR teams process onboarding hardware requests 62% faster by routing form responses through approval thresholds based on item costs.

3. Check-In Driven Workflows

Daily standup responses in DailyBot mentioning blocked projects automatically initiate change request approvals in ApproveThis. Engineering managers use this to fast-track infrastructure upgrades when multiple developers report environment issues.

4. Approval Status Broadcasts

Critical approvals in ApproveThis trigger DailyBot messages to update entire departments. Finance teams automatically notify department heads when budget transfers are approved, reducing follow-up queries by 40%.

Setting Up the Connection

Using Zapier, connect ApproveThis and DailyBot in three steps:

  1. Create Zapier accounts for both platforms
  2. Choose trigger events (DailyBot form submissions/check-ins or ApproveThis approvals)
  3. Map data fields between systems

Pro Tip: Start with simple approval→notification zaps before building complex multi-step workflows. Most teams have full bi-directional sync running within 2 business days.

Team-Specific Benefits

Operations Teams

Combine DailyBot's process adherence tracking with ApproveThis' compliance workflows. Automatically flag approvals that deviate from procedures noted in DailyBot audit logs.

Client-Facing Teams

External approvers receive email notifications from ApproveThis while internal teams track status via DailyBot. Agencies report 30% faster client sign-offs using this hybrid approach.

Leadership

View consolidated approval metrics and team check-in trends in DailyBot's analytics dashboard. Spot bottlenecks where delayed approvals correlate with missed milestones.

Key Differentiators

What makes this integration stand out:

  • No duplicate licenses - External approvers only need email access
  • Bi-directional triggers - Actions in either system spark responses in the other
  • Context preservation - Approval details appear alongside DailyBot chat history

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Set up DailyBot for your team
3. Connect both via Zapier

For complex use cases like multi-region approvals tied to DailyBot localization features, request a custom demo through ApproveThis' support portal.

The Future of Operational Rhythm

Teams using both platforms report unexpected benefits - one logistics company discovered approval delays often preceded DailyBot-flagged inventory discrepancies. By connecting these data points, they reduced stockouts by 18% quarter-over-quarter.

This integration isn't about replacing human judgment. It's about creating guardrails that help teams move faster while leadership maintains visibility. When approvals and daily operations exist in separate silos, organizations risk either bureaucratic slowdown or chaotic execution. ApproveThis and DailyBot together create the sweet spot - structured agility.

🥳

Integrate with DailyBot 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.

Learn More

Best Approval Workflows for DailyBot

Suggested workflows (and their Zapier components) for DailyBot

Give kudos in DailyBot when a request is approved or denied

Streamline team recognition by automatically giving kudos in DailyBot whenever a request is approved or denied in ApproveThis. This integration helps ensure recognition is timely, reinforcing positive behaviors without delay. *Note: Ensure the approval workflow includes recipients for kudos in the setup.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

DailyBot Logo

Action

Give Kudos

It gives kudos to one or several users in DailyBot.

Create an approval request when a new DailyBot form response is completed

Enhance your approval process by creating an approval request in ApproveThis whenever a new form response is submitted in DailyBot. This ensures every query or proposal gets timely attention and management approval from the relevant authority without manual intervention.

Zapier Components

DailyBot Logo

Trigger

New Form Response Completed

Triggers when a new response is added to a form in Dailybot by any user from your organization or external user.

Action

Create Request

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

Run DailyBot workflow for new check-in responses

Ensure appropriate workflows are initiated by automatically starting a DailyBot workflow for each new check-in response. This automation enables teams to react quickly and effectively based on daily updates, thus maintaining business efficiency.

Zapier Components

DailyBot Logo

Trigger

New Check-In Response Completed

Triggers when a response is added to a check-in in DailyBot by any user from your organization.

DailyBot Logo

Action

Run Workflow

Runs a Workflow in DailyBot

Send a DailyBot message for new approval requests

Improve communication and transparency by sending a DailyBot message to key stakeholders once a new approval request is started in ApproveThis. This ensures everyone involved is promptly informed for faster process alignment. *Note: Ensure the message setup includes necessary recipient groups.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

DailyBot Logo

Action

Send Message

It sends a DailyBot Message to one or several users, or to a group of people (via channel or room).