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Extracta.ai Integration

ApproveThis manages your Extracta.ai Integration approvals.

April 17, 2025

Integration Category: Ai Tools

When Data Meets Decisions

Let's get real - approval processes suck. Especially when you're dealing with contracts, invoices, or any document that needs human eyes. You've got Extracta.ai pulling data from PDFs like a champ, but then what? That intel gets stuck in email threads, lost Slack channels, or worse - someone's "I'll get to it later" pile.

ApproveThis acts like the bouncer at this data party. When Extracta.ai finishes processing documents, we automatically route the important stuff to the right people. No more chasing down approvers or wondering where things stand. It's like giving your approval process a Tesla drivetrain - same destination, zero gear grinding.

Why This Combo Hits Different

Most approval tools make you choose between speed and accuracy. With Extracta.ai's AI extraction and ApproveThis' conditional workflows? You get both. Here's the kicker: approvers don't need Extracta.ai logins. Perfect for when you need signatures from clients or partners who shouldn't have access to your doc processing tools.

Real-world math: A 500-person company processing 200 invoices monthly spends roughly 67 hours just on approval follow-ups. This integration cuts that to about 15. That's 600+ hours/year back. What's your ops team doing with an extra month of capacity?

Use Case 1: From Raw Docs to Approved in One Click

Template: Extracta.ai processes document → ApproveThis creates approval request

Picture this - your legal team gets 50 NDAs weekly. Extracta.ai pulls key terms (non-compete duration, jurisdiction, etc.), then ApproveThis:

  • Routes high-value contracts to senior counsel
  • Auto-approves standard NDAs under $500k
  • Flags discrepancies against your compliance checklist

A marketing agency client uses this to approve client invoices. Extracta.ai grabs line items, ApproveThis pings the project manager if hours exceed contract limits. Payment time dropped from 14 days to 3.

Use Case 2: Approval-First Workflows

Template: ApproveThis request starts → Extracta.ai processes attached doc

Sometimes you need approval before data processing. HR teams love this for onboarding: Manager approves new hire request → Extracta.ai auto-parses their signed offer letter → data flows into ADP/Workday. No more "Hey, can you resend that PDF?" at 4:45 PM on Friday.

A manufacturing company we work with uses this combo for purchase orders. Approvers see extracted supplier terms side-by-side with the original doc. Disputes dropped 40% because everyone's looking at the same numbers.

Setting This Up Without Losing Your Mind

Zapier's the glue here. Three steps:

  1. Connect Zapier to both apps (15 minutes max)
  2. Set triggers: "New Document Processed" in Extracta.ai or "New Request" in ApproveThis
  3. Map key fields: Amounts, dates, doc URLs - the important bits

Pro tip: Use ApproveThis' calculated fields to auto-flag if Extracta.ai's extracted amount differs from the request total. Catches errors before humans do.

Who Benefits? (Spoiler: Everyone)

Legal Teams

Stop playing document detective. Extracta.ai surfaces clause dates/values, ApproveThis routes based on risk thresholds. General counsel at a 2000-employee SaaS company told us they review 22% fewer contracts now - because the system auto-approves anything under their litigation threshold.

Finance Departments

AP teams using this combo see 60% faster invoice cycles. Extracta.ai grabs PO numbers and amounts, ApproveThis escalates anything over $10k to the CFO. Bonus: Approval thresholds mean small expenses auto-approve, so your staff isn't bothering VPs for $27 Slack reimbursements.

HR Operations

Onboarding gets less chaotic when offer letters, I-9s, and NDAs are automatically extracted and routed. New hire data flows into your HRIS once approved. One client reduced onboarding admin work by 8 hours per hire - at 500 hires/year, that's a full-time position saved.

Procurement & Operations

Vendor contracts get approved based on actual extracted terms, not whatever sales reps promise. Built-in escalation ensures someone eyes any auto-renewal clauses. A logistics company using this caught $120k in unwanted renewals last quarter.

No More "Approval Theater"

Let's call out the elephant - most approval processes exist to CYA, not add value. This integration actually makes them useful. When you combine AI extraction with smart routing:

- Approvers see why something needs their input (thanks to side-by-side data)

- Requesters get real-time updates instead of sending awkward follow-ups

- Admins gain audit trails that would make SOX auditors blush

Plus, with ApproveThis' vacation rules, you'll never hold up a deal because someone's at Burning Man. The system auto-reassigns approvals, no IT ticket required.

Getting Started Without the BS

You've got two options:

1. DIY: Grab an ApproveThis trial, connect to Extracta.ai via Zapier. Their docs are actually readable.

2. Hands-off: Book a 15-minute demo. We'll show how similar companies set this up, including templates you can steal.

Either way, start with one process - vendor POs or client contracts. You'll see ROI fast enough to justify expanding. And hey, if it flops? You're out 45 minutes. But we both know it won't.

The Bottom Line

Approvals don't have to be the bottleneck. When you let Extracta.ai handle data extraction and ApproveThis manage the decision flow, you're basically giving your ops team superpowers. Less chasing, more doing. Fewer errors, faster cycles. And maybe - just maybe - fewer 9 PM Slack pings about that invoice approval.

🥳

Integrate with Extracta.ai 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 Extracta.ai

Suggested workflows (and their Zapier components) for Extracta.ai

Create approval requests for new processed documents

When new documents are processed in Extracta.ai, this integration creates an approval request in ApproveThis to streamline document approvals. *Note: Map document fields accurately between apps.*

Zapier Components

Extracta.ai Logo

Trigger

New Document Processed

Triggers when a new document is processed after being uploaded using the "Upload & Process File (Async)" action. Use this to automate workflows when document data is extracted.

Action

Create Request

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

Process documents for new approval requests

When a new approval request is initiated in ApproveThis, this automation uploads and processes the related document asynchronously through Extracta.ai. *Note: Verify that the request payload contains valid file data for processing.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Extracta.ai Logo

Action

Upload & Process File (Async)

Upload and process documents using Extracta.ai and get notified when results are ready. Results will appear via the trigger