ApproveThis manages your YourCharlie Integration approvals.

Why Approval Workflows Matter for Video Content

Video testimonials are currency in modern business. They build trust, demonstrate results, and directly impact buying decisions. But between sourcing interviews, editing clips, and getting legal sign-off, the process often becomes a bottleneck. This is where combining YourCharlie's testimonial management with ApproveThis' structured approval system creates measurable advantages.

YourCharlie simplifies capturing authentic customer stories. ApproveThis ensures those stories meet compliance standards and brand guidelines before they go live. Together, they remove three critical friction points: delayed feedback loops, version control issues, and the "waiting game" for stakeholder sign-offs.

How It Works: Approval Automation Through Zapier

Using Zapier, both platforms exchange data without manual intervention. A new testimonial in YourCharlie can trigger an approval chain in ApproveThis, complete with calculated fields to auto-approve low-risk content or escalate videos requiring legal review. Conversely, approved scripts in ApproveThis can automatically generate interview briefs in YourCharlie – keeping your team aligned from concept to publication.

Real-World Applications Across Teams

Marketing Teams: From Concept to Campaign in Days, Not Weeks

A SaaS company uses YourCharlie to collect 20+ customer success stories monthly. Previously, each video required 3 separate email threads for marketing, product, and legal approvals. Now:

• Videos under 60 seconds with no claims auto-approve via thresholds
• Case studies mentioning ROI route to finance + legal automatically

The result? Their testimonial approval cycle shortened from 11 days to 38 hours.

Sales Enablement: Always-On Social Proof

A B2B sales team uses YourCharlie interviews to create personalized demo recap videos. With ApproveThis:

• AE submits video via YourCharlie
• Approval request goes to Sales Director + Customer Success lead
• Once approved, video is automatically added to their CMS

This process eliminated 6 hours/week of manual follow-ups between sales and marketing.

Key Integration Use Cases

1. Automated Testimonial Review Gates

Trigger: New testimonial recorded in YourCharlie
Action: Approval request created in ApproveThis with video embed + transcript

Why it matters: A digital agency uses this to ensure freelancer-recorded interviews meet client NDAs before editors touch the files. Approvers get the video link, transcript, and a checkbox for usage rights – all without leaving their inbox.

2. Interview Scheduling at Scale

Trigger: Campaign brief approved in ApproveThis
Action: Pre-configured interview mission created in YourCharlie

Why it matters: An e-commerce brand launching a new product line auto-generates interview questions for influencers based on approved messaging points. The marketing lead approves the script, which triggers YourCharlie to schedule 50+ creator interviews with consistent talking points.

Implementation Essentials

Step 1: Map your approval hierarchy
Identify who needs to review what. Use ApproveThis' role-based groups to segment approvers by department (legal vs. marketing) or seniority.

Step 2: Configure YourCharlie mission templates
Pre-build interview templates for common scenarios – product launches, case studies, etc. Include placeholder variables for ApproveThis to auto-populate (campaign name, key messages).

Step 3: Build your Zaps
Two core automations cover most use cases:

Zap 1: YourCharlie New Testimonial → ApproveThis Create Request
Zap 2: ApproveThis New Request → YourCharlie Create Mission

Pro Tip: Use ApproveThis' calculated fields to auto-tag videos by length, speaker role, or content type for smarter routing.

Cross-Functional Benefits

For Customer Success Teams

Automatically request testimonials after successful onboardings. ApproveThis routes videos to account managers for quality checks before they're used in renewal campaigns.

For Legal/Compliance

Set conditional rules to flag videos containing regulated claims. ApproveThis' email-based approvals let legal teams review directly from their phone between meetings.

For External Collaborators

Client stakeholders can approve testimonial usage without accessing YourCharlie. ApproveThis sends branded portals where external parties review + sign off without extra logins.

Why This Combo Becomes Your Content Safety Net

ApproveThis adds accountability layers without slowing down YourCharlie's agile content engine. Features like vacation delegation ensure an OOO designer doesn't block a campaign launch. Real-time dashboards show exactly which testimonials are stuck – and why.

For compliance-heavy industries, approval trails automatically attach to video files. If questions arise later, you can instantly show who approved what version and when.

Getting Started

Free Users: Start with ApproveThis' free tier + YourCharlie's basic plan. Automate 1-2 mission-critical approvals to demonstrate ROI.
Enterprise Teams: Use calculated fields to enforce spending limits on influencer video projects. Example: Auto-approve creator payments under $5k, escalate others to procurement.

Ready to streamline your video workflows? Register for ApproveThis or schedule a YourCharlie demo to explore integration options.