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Morning Metrics Integration

ApproveThis manages your Morning Metrics Integration approvals.

April 22, 2025

Integration Category: Business Intelligence

When Approval Workflows Meet Business Intelligence

Let's cut through the corporate speak: most approval processes suck. They're slow, opaque, and disconnected from the actual data driving decisions. That's why pairing ApproveThis with Morning Metrics isn't just another integration - it's a straight shot to closing the gap between what your numbers say and what actually gets approved.

Morning Metrics tracks your KPIs like a bloodhound. ApproveThis kicks decision-makers into gear. Connect them through Zapier, and you've got approval workflows that automatically adjust to real-time performance data. Marketing needs to approve a budget shift because CAC spiked? Finance wants to greenlight hiring when revenue hits specific targets? This combo handles it without the endless email chains.

Why This Integration Actually Matters

Most teams use approval software like it's 2005 - manually routing requests based on static org charts. Meanwhile, their BI tools sit there looking pretty with dashboards nobody acts on. This integration fixes both problems:

For ApproveThis Users

Your approval workflows gain context from live business metrics. No more approving expenses blind - see the actual impact on CAC or LTV before hitting "approve." Set thresholds where requests auto-approve when metrics hit targets, or escalate only when numbers go sideways.

For Morning Metrics Users

Turn those pretty charts into actual decisions. When your KPIs trigger automations in Morning Metrics, ApproveThis ensures the right people review and act on them immediately. No more "I didn't see the alert" excuses - approvals land directly in inboxes with all necessary context.

Real Use Cases That Don't Sound Like BS

1. Automatic Budget Approvals Based on CAC

Marketing teams live and die by Customer Acquisition Cost. Connect Morning Metrics' CAC tracking to ApproveThis, and you've got a system where:

  • Spend increases auto-approve when CAC stays below target
  • Budget cuts trigger instantly if CAC spikes

How it works: Morning Metrics detects CAC changes 12 Creates ApproveThis request with current metrics 12 Approvers get email with one-click approve/deny. No logging into dashboards needed.

2. Hiring Freeze Exceptions That Make Sense

HR hates being the bad guy. Finance hates surprise headcount. Fix both:

When department leads request new hires, ApproveThis automatically checks Morning Metrics for:

  • Revenue per employee trends
  • Team-specific OKR progress
  • Current hiring budget vs actuals

Approvers get all this in the approval email. No back-and-forth with Finance needed.

3. Client Deliverables That Actually Ship on Time

Agency teams waste hours chasing internal approvals while clients wait. Connect project metrics from Morning Metrics to ApproveThis:

When client project health scores drop below threshold 12 Automatic approval request to reassign resources. When milestone metrics hit targets 12 Auto-approve next phase budget.

Real result: A 15-person agency cut deliverable approval time from 3 days to 4 hours using this setup.

Setting This Up Without Losing Your Mind

We'll keep this simple because nobody needs another 20-step tutorial:

1. Connect the Apps in Zapier

Create a Zapier account if you don't have one (takes 2 minutes). Connect both ApproveThis and Morning Metrics as apps in your Zapier dashboard.

2. Pick Your Trigger

Choose between:

- Morning Metrics automation triggers (e.g., KPI threshold breached)
- ApproveThis request status changes (approved/denied)

3. Map the Data Points That Matter

Connect specific metrics from Morning Metrics to approval request fields in ApproveThis. Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing urgent attention based on metric values.

4. Test With Real Scenarios

Trigger a test automation in Morning Metrics 12 Confirm approval request appears in ApproveThis with correct data 12 Approve/deny 12 Verify Morning Metrics updates accordingly.

Why Teams Actually Stick With This Combo

Finance Teams Stop Playing Bad Cop

Budget approvals become data-driven instead of political. Configure approval thresholds in ApproveThis that reference actual financial metrics from Morning Metrics. Example: Auto-approve department expenses up to 10% over budget only if revenue growth exceeds 15%.

Operations Teams Ship Faster

Connect production metrics to change approval workflows. When Morning Metrics detects inventory turnover rates dipping below target, ApproveThis automatically routes procurement requests to the right approvers with current stock levels included.

Client-Facing Teams Look Competent

Service agencies use this integration to:

- Auto-approve client campaign changes when engagement metrics hit targets
- Require CMO sign-off only if lead quality scores drop
- Share approved metrics updates directly to client dashboards

Killer Features You'll Actually Use

ApproveThis brings more to the table than basic approvals. When connected to Morning Metrics:

Approval Thresholds That Adapt

Set approval rules that reference live metrics. Example: "Auto-approve PPC spend increases up to $5k when CAC is below $30, but require CFO approval if CAC exceeds $45."

Approval Groups That Make Sense

Route requests based on metric values. If Morning Metrics reports a 10% revenue dip, route all budget approvals to execs. When metrics are green, keep approvals with team leads.

Vacation Coverage That Works

Auto-reassign approvals when Morning Metrics detects key approvers' teams missing targets (because they're probably drowning in work).

The Bottom Line

If you're still handling approvals through email or basic forms, you're leaving both speed and insight on the table. This integration turns approvals into actual business levers instead of administrative speed bumps.

Approvers don't need Morning Metrics logins. Clients don't get added to your approval software. Teams stay focused on metrics that matter instead of process BS.

Next steps:
1. Get an ApproveThis account (free 14-day trial)
2. Check Morning Metrics' pricing (they scale from startups to enterprises)
3. Book a 15-minute demo to see real use cases from your industry

No corporate rah-rah. Just fewer approval headaches and faster decisions based on actual data. Your move.

🥳

Integrate with Morning Metrics 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 Morning Metrics

Suggested workflows (and their Zapier components) for Morning Metrics

Create approval request for new automation triggers

When an automation is triggered in Morning Metrics, this integration creates an approval request in ApproveThis to streamline decision-making. It helps ensure timely reviews and approvals for critical automated actions. *Note: Ensure that the automation settings in Morning Metrics are properly configured.*

Zapier Components

Morning Metrics Logo

Trigger

Automation Triggered

Runs when an automation you've configured in Morning is triggered.

Action

Create Request

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

Update metric in Morning Metrics for new approval requests

Whenever a new approval request is received in ApproveThis, this automation updates the corresponding metric in Morning Metrics. This seamless connection enhances both approval processing and metric tracking. *Note: Match the correct metric identifier between the systems for precise updates.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Morning Metrics Logo

Action

Update Metric

Updates a Metric value

Load project metrics for approved requests

When a request is approved or denied in ApproveThis, this automation loads the latest project metrics from Morning Metrics. This integration helps teams quickly evaluate project status following approval decisions. *Note: Verify approval workflows to ensure correct project mapping.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Morning Metrics Logo

Action

Get Project

Loads all project metrics

Create approval request for updated segments in Morning Metrics

This automation creates an approval request in ApproveThis when segments in Morning Metrics are updated. It provides a streamlined process to review and validate segment changes using a centralized approval workflow. *Note: Configure filters to target the specific segments that require approval.*

Zapier Components

Morning Metrics Logo

Trigger

Segment Updated

Triggers when a segment is updated according to the defined schedule

Action

Create Request

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