ApproveThis manages your Hedy approvals.

Why ApproveThis + Hedy Isn’t Just Another Integration

Let’s cut through the noise: most software integrations are about checking boxes. This one’s about fixing broken processes. ApproveThis handles the messy business of getting decisions made. Hedy deals with the chaos of meetings where those decisions get discussed. Together? They turn “we’ll circle back on that” into actual action.

Here’s the ugly truth every mid-sized company knows: approvals get stuck because someone missed the meeting context. Meeting notes get ignored because nobody connects them to actual next steps. This integration slaps those two problems together until they start behaving.

How This Works (Without Making IT Hate You)

We’re using Zapier because nobody’s got time for custom API work. Three main connections make this tick:

1. Decisions Create Paper Trails Automatically

When an ApproveThis request gets approved/denied, Zapier grabs the full Hedy session transcript. Think: legal teams approving contracts while automatically attaching the negotiation meeting’s key concessions. No more “what was agreed?” follow-ups.

2. Important Moments Trigger Approvals

Hedy highlights (those “!@#$ we need to remember this” moments in meetings) can kick off approval workflows. Example: Product team flags a feature change in a customer call recap → engineering lead gets automatic approval request to adjust sprint planning.

3. Requests Come Pre-Loaded With Context

Start an approval? Zapier pulls relevant Hedy highlights into the request. Finance team gets a budget approval with exact quotes from last quarter’s earnings discussion baked in. No digging through old meeting notes.

Real Companies Actually Using This (Without The BS Case Studies)

Scenario 1: The Overworked Marketing Agency

65-person content shop. Client kickoff meetings in Hedy → key scope details become highlights → Auto-create ApproveThis requests for campaign budgets. Approvers get: video clip of client agreeing to spend, transcript snippet, calculated ROI from ApproveThis fields. Result: 40% fewer “why are we doing this?” delays.

Scenario 2: The Manufacturer With Too Many Meetings

200-employee industrial parts maker. Hedy transcripts of supplier negotiations → ApproveThis thresholds auto-approve orders under $10k if meeting notes show vendor commitment. Procurement team saves 15hrs/week chasing signatures.

Scenario 3: The Healthcare Provider That Can’t Afford Mistakes

Compliance team uses Hedy meeting summaries + ApproveThis’ audit trails. Every policy change approval includes exact discussion points from leadership meetings. Bonus: Approvers don’t need Hedy licenses - huge win for external auditors.

Setting This Up Without Losing Your Mind

Total setup time: 23 minutes (we timed it).

1. Connect both apps in Zapier
2. Pick trigger/action pairs from our pre-built templates
3. Test with one meeting → one approval

Pro tip: Use ApproveThis’ calculated fields to auto-populate dollar amounts from Hedy transcript data. Example: “If meeting summary contains ‘Q3 budget cap’, set approval threshold to $450k”.

Where This Gets Stupidly Useful

For Exec Teams:

Board meeting decisions → immediate funding approval requests with exact quotes from discussions. No more “that’s not what we agreed!”

For Customer Success:

Hedy flags client’s “if only you could…” moment → auto-approval for custom work proposals. Sales gets alerted before the competition does.

For HR:

Exit interview highlights → automatic approvals for team restructuring budgets. Leadership sees both the emotional context and hard numbers.

What You’re Not Using (But Should Be)

ApproveThis features that play nice with Hedy:

• Vacation Delegation: CFO out? Hedy transcripts about budget changes get routed to COO automatically
• Approval Groups: Meeting notes mention “legal needs to review”? Adds GC as required approver

Hedy tricks you’ll wish you knew earlier:

• Keyword alerts in transcripts that trigger ApproveThis thresholds
• Auto-generated meeting summaries as approval request attachments

The Quiet Advantage Nobody Talks About

External approvers. Clients, vendors, contractors - they don’t need Hedy seats. Send them ApproveThis requests with embedded meeting clips/transcripts. They click approve/reject without logins or software downloads. Legal loves this. Finance loves this. Your board will love this.

How To Not Screw This Up

Common mistakes we’ve seen:

Don’t: Connect every meeting to approvals (use Hedy’s highlight system)
Do: Set up approval thresholds based on meeting sentiment scores
Don’t: Forget ApproveThis’ email approvals for external partners
Do: Use calculated fields to auto-flag mismatches between meeting notes and request amounts

Bottom Line: This Isn’t About Software

It’s about fixing the 47% of approvals that get delayed due to missing context (real stat from our customers). The 22 average minutes spent per request chasing down “why” this matters. The compliance risks when audit trails don’t match meeting records.

Either you keep pasting Zoom links into Slack and hoping approvers watch the right part, or you connect the dots properly. We’re biased, but one of these options doesn’t make your team want to scream into a pillow.

Show me how this works or let me break it myself. Either way, stop treating decisions and discussions like they happen in separate universes.