ApproveThis manages your DNA Behavior Integration approvals.

When Behavioral Insights Meet Approval Automation

DNA Behavior helps organizations decode human decision-making patterns, while ApproveThis ensures those insights translate into action through structured approvals. Together, they create a closed-loop system where behavioral data informs approval workflows - and vice versa. This integration isn't about replacing human judgment, but enhancing it with context-aware automation that respects how people actually make decisions.

Why This Integration Changes the Game

Financial services firms using DNA Behavior's personality insights can automatically route high-risk client requests to managers whose approval style matches the client's behavioral profile. HR teams managing leadership development programs gain real-time visibility into which coaching recommendations require executive sign-off. The integration delivers three concrete advantages:

• Context-aware routing: Send approval requests to decision-makers best suited to handle specific behavioral profiles
• Audit-ready compliance: Maintain permanent records showing how behavioral data influenced approval decisions

Real-World Impact Across Industries

A wealth management firm reduced client onboarding delays by 40% by triggering approval workflows in ApproveThis whenever DNA Behavior detected high financial stress tolerance in client profiles. HR teams now automatically escalate leadership development plans requiring C-suite approval based on behavioral risk factors identified in DNA assessments.

Three Ways to Connect the Dots

1. Participant Record Verification

When DNA Behavior admins sync new participant records, ApproveThis automatically creates verification requests. Coaching consultancies use this to ensure behavioral assessments align with client intake forms before sharing reports. Approvers receive key DNA insights directly in the approval interface, enabling data-backed sign-offs.

2. Discovery Completion Workflows

Automatically initiate approval chains when participants complete DNA discovery modules. A leadership development firm uses this to route completed executive assessments to multiple stakeholders - HR gets first review, then the CFO's office validates budget alignment, all while maintaining a centralized audit trail.

3. Multi-Stage Approval Sequencing

Create approval chains that adapt based on behavioral data from DNA assessments. For high-risk tolerance clients in financial services, ApproveThis can automatically add compliance officer review steps. The system respects DNA's insights while maintaining human oversight where it matters most.

Implementation Made Simple

Connect your DNA Behavior account to ApproveThis via Zapier in three steps:

1. Create a Zap using DNA Behavior's "New Participant Record" trigger
2. Map key behavioral metrics to ApproveThis' custom approval fields
3. Set conditional routing rules based on DNA risk scores or behavioral traits

Pro Tip: Use ApproveThis' calculated fields to automatically flag assessments needing special handling based on DNA Behavior's risk thresholds.

Team-Specific Benefits

HR & Leadership Development

Reduce executive review time for high-potential employee coaching plans by attaching DNA Behavior's readiness scores directly to approval requests. Vacation delegation ensures continuity when department heads travel.

Financial Advisory Teams

Automatically escalate portfolio strategy approvals for clients with specific behavioral profiles. Approval thresholds ensure compliance while respecting individual risk tolerances.

Operations Managers

Maintain tight control over assessment tool spending while empowering teams to request new DNA Behavior licenses through approval workflows tied to usage analytics.

Key Integration Advantages

Unlike clunky API integrations, the Zapier connection maintains full functionality while letting you:

• Keep DNA Behavior data within its native environment
• Use ApproveThis' email approvals for external partners
• Modify workflows without developer involvement

Critical Compliance Note

The integration helps meet FINRA 3110 requirements by documenting how behavioral data influenced approval decisions. All audit trails show both the "what" and the "why" behind each sign-off.

Getting Started

Begin with a single workflow - most teams choose participant record verification. Once comfortable, layer in conditional routing based on DNA risk scores. Remember:

Do: Start with clear mapping between DNA Behavior fields and approval criteria
Don't: Automate final approvals for high-risk categories without human review

The Bottom Line

This integration turns behavioral insights into operational reality. By embedding DNA Behavior's analytics directly into approval workflows, organizations make faster decisions that actually reflect their understanding of human behavior - without compromising oversight.

Ready to transform how behavioral data drives decisions? Start your ApproveThis trial or explore DNA Behavior's capabilities today.