ApproveThis manages your Ruly approvals.

When Approval Management Meets No-Code Data

Let's be real: approval processes suck. They're the traffic jams of business operations – everyone's honking, nobody's moving, and your CFO is screaming about missed deadlines. That's why pairing ApproveThis with Ruly isn't just some tech bro handshake deal. It's about giving middle managers, department heads, and ops teams their sanity back.

Ruly builds custom databases faster than you can say "budget meeting." ApproveThis slaps structure on approvals without making your team learn new software. Connect them through Zapier, and suddenly, you've got a system where data records and approvals actually talk to each other. No more spreadsheets lost in email threads. No more "I thought Karen was handling that."

Why This Combo Doesn't Just Look Good on Paper

Ruly's great at building apps to track stuff – inventory, project specs, client requests, you name it. But when those records need sign-offs? That's where most teams faceplant. ApproveThis doesn't just add a "Yes/No" button. It brings:

• Escalation rules so $50k orders don't sit on an intern's desk
• Automatic backups when your VP is on a beach in Bali

Meanwhile, Ruly keeps every approved (or rejected) request documented in a searchable database. Try that with your current email-based circus.

Real-World Use Cases That Don't Involve Pizza Budgets

1. Procurement That Doesn't Require Mind Reading

Manufacturing company example: Their shop floor team uses Ruly to log equipment repair requests. Every new Ruly record auto-triggers an ApproveThis workflow that:

• Routes under $1k repairs straight to maintenance leads
• Flags $5k+ replacements for CFO review
• Auto-denies anything submitted during inventory freeze weeks

Approvers get email links – no Ruly login required. Once signed off, Ruly automatically updates the record status and notifies the vendor portal. The plant manager stops playing telephone between departments.

2. Client Contracts That Don't Leak Revenue

Marketing agency scenario: Their sales team builds client project specs in Ruly. New records kick off ApproveThis workflows that:

- Require legal to sign off on indemnity clauses
- Force account leads to verify margins
- Escalate stale requests after 48 hours

Approved deals auto-populate in Ruly's project tracker. Denied ones trigger a Slack alert to sales directors. The result? Fewer "We forgot to charge for revisions" moments.

Department-Specific Wins (Because Silos Are Expensive)

HR Teams: Hiring Without the Paper Avalanche

Ruly tracks candidates. ApproveThis handles offer letter approvals. Connect them, and when HR adds a new hire record:

- Department heads get salary approval requests
- Legal reviews non-competes via email
- Once signed, Ruly auto-generates the onboarding checklist

No more lost PDFs. No more "Who approved this?" retro meetings.

Finance Teams: Invoice Approvals That Don't Cause Night Sweats

AP clerks log vendor invoices in Ruly. ApproveThis routes them based on amount and department. $500 office supply order? Auto-approved if it matches the quarterly budget. $20k consulting fee? Requires director + CFO sign-off. Approved invoices sync back to Ruly with timestamps – audit trail done.

Setting This Up Without an IT Degree

If you can order DoorDash, you can connect these systems:

1. Build your Ruly app: Whatever you're tracking – PTO requests, purchase orders, project change logs
2. Create an ApproveThis template: Set approval steps, thresholds, and escalation rules
3. Zapier glue: Pick your trigger ("New Ruly Record") and action ("Start ApproveThis Workflow")

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Example: If a Ruly inventory request would drop stock below safety levels, require VP approval regardless of amount.

Features You'll Actually Use (No Bloatware Here)

Vacation Delegation That Doesn't Require a Memo

When your approver's OOO, ApproveThis auto-reassigns their Ruly-triggered requests. No more "Waiting on Jim's reply" when Jim's hiking the Andes.

Thresholds That Prevent Tiny Decisions

Why make directors approve $50 office chairs? Set auto-approve limits in ApproveThis, so Ruly records only escalate when they actually matter.

Why This Beats "Just Using Email"

Emails get buried. Slack approvals disappear into the void. With Ruly + ApproveThis:

- Legal/compliance: Every decision ties to a Ruly data record
- Auditors: Can trace approvals without interrogating your team
- New hires: Actually follow the process instead of "winging it"

Plus, external partners (vendors, clients) can approve via email without getting Ruly logins. Less security risk, fewer password reset calls.

Bottom Line: Approval Processes Should Work, Not Hurt

Companies between 50-5k employees can't afford approval anarchy. But buying some enterprise "solution" that requires a PhD to configure? Also garbage. Ruly builds the data backbone. ApproveThis adds structured approvals. Zapier makes them talk. You get to look like the ops genius who fixed this mess.

Ready to stop being the approval hallway monitor? Register for ApproveThis or grab a demo. We'll even show you how to connect it to your Ruly apps while you sip your coffee.