
ApproveThis manages your TalkNotes Integration approvals.
April 17, 2025
Integration Category: Ai Tools
Two Tools You Didn’t Know You Needed Together
Let’s cut to the chase: approval processes are messy. Voice notes are chaotic. Combine them, and you’ve got a recipe for lost requests, forgotten context, and that one project that’s been “waiting on feedback” since the Bush administration. But here’s the thing – it doesn’t have to be this way.
ApproveThis (the approval automation platform that actually works) and TalkNotes (the AI-powered voice-to-text tool that doesn’t suck) just became best friends via Zapier. And when they team up? You get structured decision-making fueled by real human thoughts – no deciphering required. We’re talking about turning rambling voice memos into actionable approval requests before your morning coffee gets cold.
What Happens When Approval Automation Meets Spoken Ideas
ApproveThis isn’t just another “approval button” – it’s built for companies where decisions need to happen fast but can’t afford mistakes. Custom workflows, conditional logic, automatic escalations – it’s the control tower for your business-critical approvals. Meanwhile, TalkNotes does one thing exceptionally well: turning verbal chaos (your 2 AM brainstorm, a client’s off-the-cuff request, your project manager’s 10-minute status update) into clean, structured notes.
The integration via Zapier creates a closed loop between raw ideas and formal approvals. Think of it as a factory line where voice notes go in one end and approved, trackable actions come out the other. No lost Slack messages. No “I thought YOU were handling that.” Just decisions moving forward at the speed your business actually operates.
Real-World Scenarios Where This Combo Shines
Use Case 1: From Voice Memo to Approved Purchase Order in 60 Seconds
Picture this: Your warehouse manager is walking the floor, spots a broken conveyor belt, and dictates a voice note into TalkNotes: “Need to order 3 replacement rollers from VendorX ASAP – $2,400 total. Attaching spec sheet.”
Here’s what happens next without anyone lifting a finger:
- TalkNotes’ AI parses the audio into text, extracts the dollar amount, vendor name, and urgency
- Zapier triggers an ApproveThis request with all details pre-filled
- Your procurement lead gets an email approval request with one-click approve/reject
Result? The repair gets approved before the manager walks back to their desk. For manufacturing or logistics companies, this combo cuts equipment downtime by keeping approvals tied directly to real-world issues.
Use Case 2: Client Feedback Loops That Don’t Make You Want to Cry
Marketing agencies – this one’s for you. Client sends a TalkNotes voice memo with “Last-minute changes to the campaign – need to swap hero images and push launch by 3 days.” Your team’s usual process? Panic, followed by endless email threads.
With the integration:
- Voice note auto-converts to a formatted change request
- ApproveThis routes it to both internal stakeholders (legal checks on delay) and the client’s project lead
- Everyone approves/denies via email (no logins required)
Bonus: ApproveThis’ calculated fields auto-assess the delay’s financial impact using your hourly rates. Now that client “small change” shows it’ll cost $8k – maybe they’ll reconsider.
Why This Isn’t Just Another Zapier Integration
Most app pairings just shuffle data between spreadsheets. This one actually closes the loop between human input and business outcomes. Here’s what makes it different:
The License Advantage: Your client’s approvers don’t need TalkNotes logins. They get an email, click approve, and keep their day moving. No “Can you resend that link?” hell.
Context That Actually Helps Decisions: ApproveThis requests auto-include the original TalkNotes transcript. Approvers see not just the “what” but the “why” – crucial for complex decisions.
Escalation Guardrails: If a TalkNotes-created request sits too long (say, a sales contract needing legal review), ApproveThis automatically pings the next in line or approves based on pre-set rules. No babysitting required.
Setting This Up Without Losing Your Mind
If you’ve ever set up a Zapier integration before, this’ll feel familiar. If not? Still easy:
- Connect TalkNotes to Zapier: Zapier’s TalkNotes integration needs your API key (found in account settings)
- Choose Your Trigger: Either “New TalkNotes Note” or “New ApproveThis Request” depending on which app starts the process
- Map Fields: Tell Zapier which TalkNotes data (dollar amounts, categories) goes into which ApproveThis fields
- Add Conditions: Like “Only create approvals for notes tagged ‘Budget Request’”
Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. Example: If a TalkNotes transcript includes “urgent” AND mentions over $5k, route directly to CFO.
Teams That Win Big With This Combo
Field Services & Construction
Foreman does a site walk with TalkNotes: “Safety issue – need $3,200 for guardrail repairs.” ApproveThis routes to safety officer and accounting with photos attached. Approval happens before lunch. Incident reports get filed automatically.
Healthcare Admin
Doctors dictate supply requests between patients. TalkNotes extracts item quantities, ApproveThis checks against budget thresholds. Over $10k? Auto-escalate. Under? Approved instantly. No more back-and-forth during rounds.
Enterprise Sales
Sales rep records a post-call note: “Client needs custom SLA terms.” ApproveThis triggers legal review with the transcript and deal size. Legal approves with comments, which auto-sync back to Salesforce. No version control nightmares.
The Hidden Perks You’ll Actually Care About
Beyond the obvious time saves, there’s some subtle magic here:
Approval Audits That Don’t Suck: Every approved TalkNotes request links back to the original audio and transcript. Perfect for compliance reviews or when someone inevitably asks “Who approved THIS?!”
Vacation Mode: Approver out? ApproveThis auto-reassigns their TalkNotes-generated requests to a delegate. No more “Sorry, I was OOO” delays.
Budget Guardrails: Set ApproveThis to auto-deny any TalkNotes requests exceeding department budgets. Because sometimes “no” should be instant.
Common Objections (And Why They’re Wrong)
“We already have approval workflows.” Cool. Do they handle voice-based requests? Can external clients approve without logins? Do they auto-archive decisions with full context? Didn’t think so.
“We’re not a tech company.” Even better. The combo works because it’s less techy. Field teams use voice, approvers use email. No new apps to learn.
How to Not Screw This Up
A few pro tips from our support team:
Do: Use TalkNotes’ categories to auto-tag requests (e.g., “IT Request” vs “Facilities”)
Don’t: Let Zapier run wild without approval thresholds. $500 approvals shouldn’t go to the CEO.
Do: Enable ApproveThis’ email digests for approvers – summarizes pending TalkNotes requests every morning.
Bottom Line: This Isn’t About Apps – It’s About Velocity
Companies between 50-5k employees don’t have time for “waiting on approvals” to be their growth bottleneck. Combining ApproveThis’ structured workflows with TalkNotes’ human-friendly input lets you:
- Cut approval cycles from days to hours
- Eliminate “I didn’t see the request” excuses
- Make decisions with full context, every time
And here’s the kicker – it works whether your team is in-office, remote, or half of them are on a construction site with cracked phone screens.
Ready to Stop Chasing Approvals?
If you’ve read this far, you’re either genuinely interested or really bored. Let’s assume it’s the first one.
Get started with ApproveThis (free 14-day trial), connect your TalkNotes account via Zapier, and see how fast approvals can move when they’re not stuck in email purgatory. Or, if you’re the “talk it out” type, book a demo and we’ll show you exactly how to automate your messiest approval processes.
Either way – stop letting approval delays be the reason your projects move at government speed. Your competitors aren’t.
Integrate with TalkNotes 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 TalkNotes
Suggested workflows (and their Zapier components) for TalkNotes
Create approval requests for new approval workflows in ApproveThis
Keep your team aligned with seamless approval processes. This automation triggers whenever a new approval workflow is initiated in ApproveThis, creating a corresponding approval request to ensure thorough follow-up and decision-making. *Note: You can add conditions to ensure the right type of workflows are processed.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create ApproveThis requests for new TalkNotes notes
Streamline your workflow by turning new TalkNotes entries into actionable ApproveThis requests. Every time a new note is created, an approval request is automatically generated, keeping communication and action items in sync with decision-making. *Note: Ensure your notes follow a specific format if required for approval processing.*
Zapier Components

Trigger
Note Created
Triggers when a new note is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
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