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SeekTable Integration

ApproveThis manages your SeekTable Integration approvals.

April 17, 2025

Integration Category: Analytics

When Data Meets Decisions

Let’s cut to the chase: approval processes suck when they’re manual. Especially when you’re dealing with data. Someone uploads a report. It sits in an inbox. People forget. Deadlines get missed. And suddenly, your “real-time” dashboard is anything but. That’s where combining ApproveThis (the approval muscle) and SeekTable (the data brain) changes the game. Together, they turn “waiting for sign-off” into a automated workflow that keeps data flowing and decisions moving.

What Each Tool Brings to the Table

SeekTable is your data Swiss Army knife. It’s where teams build pivot tables, generate reports, and make sense of CSV files without needing a PhD in data science. But here’s the catch: data is only as good as its accuracy. One wrong upload, and suddenly your entire sales forecast looks like abstract art.

ApproveThis is the guardrail. It’s where you set rules like “Every new CSV cube needs a manager’s eyes before it goes live” or “Any report over $50k in projected costs requires CFO approval.” No more rogue spreadsheets. No more guessing who signed off.

Why This Combo Works for Teams of 50-5000

Mid-sized companies aren’t startups anymore, but they’re not enterprises either. You need processes that scale without adding bureaucracy. Here’s where the integration shines:

  • Finance Teams: Automate approval chains for budget reports. If a SeekTable report shows unexpected overspending, ApproveThis routes it to the right people instantly.
  • Operations: New inventory data? Require warehouse manager sign-off before updating systems.
  • IT: Control data pipeline changes. Any new CSV cube integration needs IT approval before going live.

Bonus: ApproveThis approvers don’t need SeekTable licenses. Perfect for external auditors or cross-department reviews where you don’t want to pay for extra seats.

Real-World Use Cases (No Fluff)

1. Killing Spreadsheet Anarchy

The Problem: Sales uploads a new CSV with “adjusted” pipeline numbers. It goes live without checks. Two weeks later, everyone’s scrambling because forecasts were wrong.

The Fix: Connect SeekTable to ApproveThis via Zapier. Now, every new CSV cube triggers an approval request. Configure thresholds – maybe anything over 500 rows needs VP Sales review. Approvers get an email, click approve/deny, and the data either goes live or gets kicked back. No more surprises.

2. Budget Reports That Don’t Cause Panic Attacks

The Problem: Finance generates a SeekTable report showing marketing overspending. It gets emailed to 12 people. Three reply. Seven miss the email. Decisions stall.

The Fix: Auto-create ApproveThis requests for every new budget report. Use sequential approvals – first the department head, then CFO. If someone’s OOO, vacation delegation auto-reassigns it. Approved? The report gets shared via SeekTable’s email feature. Denied? It’s routed back with comments.

3. Audit-Proof Data Updates

The Problem: IT needs to update customer data pipelines but hates being gatekeepers. Departments bypass them, leading to integration breakdowns.

The Fix: Set a rule in ApproveThis: Any new CSV cube connected to customer systems requires IT approval. Use calculated fields to auto-flag high-risk data sources. IT gets a clear view of what’s changing and why. Approve, and SeekTable auto-updates. Deny, and the requester gets specific feedback.

Features You’ll Actually Use

Beyond the basics, here’s what makes this combo stand out:

  • Approval Thresholds: Auto-approve minor data updates (e.g., under $1k) but escalate big ones.
  • Email Approvals: Approvers don’t need to login anywhere – just click a link in their inbox.
  • Real-Time Dashboards: See every pending data approval across departments. No more “Where’s that report?” Slack threads.

Setting This Up Without Losing Your Mind

Here’s the quick version:

  1. Connect via Zapier: Create a Zap between SeekTable (trigger) and ApproveThis (action).
  2. Pick Your Trigger: Like “New CSV Cube” in SeekTable.
  3. Map Fields: Send key data (report name, creator, $ amount) to ApproveThis.
  4. Set Approval Rules: Add approvers, thresholds, escalation paths.
  5. Test: Upload a test CSV in SeekTable. Ensure the approval request pops up.

Total setup time? 15 minutes if you’re slow. Less if you’ve used Zapier before.

Who Wins (Besides Your Sanity)

Finance: No more chasing down signatures for budget overages. Set it once, automate forever.
Operations: Ensure inventory data is approved before triggering purchase orders.
IT: Stay in control of data pipelines without being the bad guys.
Execs: Get visibility into what’s approved/pending without micromanaging.

Common Objections (And Why They’re Wrong)

“We already have email approvals.” Cool. How do you track them? Enforce rules? Handle escalations? Exactly.
“Our team is too small for this.” If you’re reading this, you’re growing. Set the foundation now.
“We use [Other Tool].” Unless it does automated approvals + data validation in one, it’s not the same.

Bottom Line

Data-driven companies can’t afford approval bottlenecks. ApproveThis + SeekTable via Zapier is how mid-sized teams automate governance without slowing down. It’s not about adding process – it’s about removing delays.

Ready to stop babysitting spreadsheets? Register for ApproveThis or schedule a demo. We’ll show you how to set up your first SeekTable approval flow in under 20 minutes.

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Integrate with SeekTable 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 SeekTable

Suggested workflows (and their Zapier components) for SeekTable

Create approval requests for new CSV cubes

When a new CSV cube is added in SeekTable, an approval request is created in ApproveThis to verify the data integration. This automation helps ensure that data uploads follow proper checks. *Note: Configure required fields in your approval workflow as needed.*

Zapier Components

SeekTable Logo

Trigger

New CSV Cube

Triggers when a new cube is added.

Action

Create Request

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

Create approval requests for new reports

When a new report is added in SeekTable, an approval request is initiated in ApproveThis to review and verify report details. This integration streamlines the approval process for report validations. *Note: Adjust approval parameters based on your review process.*

Zapier Components

SeekTable Logo

Trigger

New Report

Triggers when a new report is added.

Action

Create Request

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

Share reports by email for new approval requests

When an approval request is initiated in ApproveThis, the corresponding report is immediately shared by email via SeekTable. This integration ensures stakeholders are promptly informed and can review shared content. *Note: Map report details from the approval request to the email content appropriately.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SeekTable Logo

Action

Share Report by Email

Sends report in email body.

Upload CSV files for approved requests

When a request is approved or denied in ApproveThis, the corresponding CSV file is uploaded or refreshed in SeekTable. This automation helps maintain updated data sets following approval decisions. *Note: Verify CSV file paths and naming conventions to avoid errors.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SeekTable Logo

Action

Upload CSV File

Uploads a CSV file and creates new or refreshes existing CSV cube.