ApproveThis manages your Affinda Integration approvals.

Businesses drown in documents. Contracts, invoices, resumes – they pile up, demanding time-consuming reviews before approvals. What if you could extract critical data instantly and route decisions to the right people automatically? That’s where ApproveThis and Affinda collide. Together, they turn document chaos into structured workflows where approvals happen faster, smarter, and with less busywork.

Why This Integration Matters

Affinda’s AI reads documents like a human – but faster. It pulls dates, amounts, terms, and other key details from PDFs, spreadsheets, or scans. ApproveThis then uses that data to trigger approvals, enforce policies, and keep stakeholders aligned. The result? Less manual data entry, fewer delays, and airtight compliance.

Example: A construction firm receives a vendor invoice via email. Affinda extracts the total cost, project ID, and due date. ApproveThis checks if the amount exceeds $10K – if yes, it routes to the CFO; if not, the project manager approves. The entire process takes minutes, not days.

Three Ways Teams Unlock Value

1. Finance: Speed Up Invoice Approvals

AP teams waste hours matching invoices to POs or contracts. With Affinda + ApproveThis:

• Affinda auto-extracts vendor names, amounts, and payment terms
• ApproveThis routes invoices based on thresholds – under $5K? Auto-approve. Over? Send to budget owners

A retail company reduced invoice processing time by 70% using this setup. Approvers get all data upfront, and finance teams avoid chasing down context.

2. HR: Streamline Hiring Paperwork

Resumes, offer letters, NDAs – HR drowns in docs. Here’s the fix:

• Affinda parses resumes to identify candidate skills, experience
• ApproveThis sends offer letters to legal for review, then to hiring managers for sign-off

Example: A tech startup uses this flow to ensure every employment contract complies with local regulations before sending to department heads. Legal only intervenes when terms are non-standard.

3. Legal: Manage Contract Reviews Without Chaos

Legal teams juggle redlines from sales, vendors, and partners. Automate the grunt work:

Affinda identifies key clauses (termination fees, SLAs) in draft contracts. ApproveThis routes versions to stakeholders based on clause type – finance reviews payment terms, IT reviews data security specs. One law firm cut contract turnaround by 50% using this method.

Key Integration Use Cases

Use Case 1: Instant Approvals After Document Parsing

Zap: When Affinda finishes parsing a document → Create an ApproveThis request.

How it works: Affinda extracts data (like invoice totals), then ApproveThis uses that data to determine who approves it. For instance, if Affinda finds a “Renewal Date” in a contract, ApproveThis can alert the account manager 30 days prior.

Who benefits: Procurement teams managing vendor contracts. No more manual entry of contract dates or payment terms into approval forms.

Use Case 2: Auto-Upload Documents When Requests Start

Zap: New ApproveThis request → Upload related files to Affinda for parsing.

How it works: A project manager submits a budget increase request in ApproveThis. The attached budget spreadsheet auto-sends to Affinda, which extracts line-item costs. ApproveThis then includes those figures in the approval form for the CFO.

Who benefits: Marketing agencies handling client spend approvals. All supporting quotes or estimates get analyzed instantly, reducing back-and-forth.

Use Case 3: Update Systems Post-Approval

Zap: ApproveThis request approved/denied → Create a datapoint in Affinda.

How it works: When a sales discount request gets approved, Affinda logs the decision alongside the original quote. This creates an audit trail and trains Affinda’s AI to spot similar cases in the future.

Who benefits: Sales ops teams tracking exception approvals. Historical data helps refine discount policies over time.

Setup Made Simple

You’ll need: Zapier, ApproveThis, and Affinda accounts. No coding.

Basic steps for Use Case 1 (Approvals after parsing):

1. In Zapier, choose Affinda’s “Document Finished Parsing” trigger
2. Map extracted fields (e.g., total amount) to ApproveThis’s “Create Request” action
3. Set approval rules in ApproveThis (thresholds, approvers)

Pro tip: Use ApproveThis’s calculated fields to auto-flag high-risk requests. Example: If Affinda finds a contract term over 12 months, ApproveThis can require CEO approval.

Why Teams Love This Combo

For Approvers:

They get requests with all relevant data upfront – no digging through emails or folders. Approve/deny via email, even without Affinda access. (Yes, approvers don’t need Affinda licenses!)

For Admins:

ApproveThis’s vacation delegation prevents bottlenecks. If an approver is OOO, requests reroute automatically. Plus, approval groups let you require consensus (e.g., 3/5 managers approve) or sequential reviews.

For Finance/Compliance:

Real-time dashboards show all pending requests. Audit trails prove who approved what, and why. Affinda’s data extraction ensures approvals align with document terms.

Who Should Implement This?

This integration shines for:

• Industries: Legal, construction, healthcare, education
• Departments: Procurement, HR, sales ops, finance
• Use cases: Contract renewals, budget approvals, compliance sign-offs

Example: A healthcare provider uses Affinda to parse patient consent forms, then ApproveThis to route them to the correct specialists. This ensures compliance without overwhelming staff.

Get Started Today

ApproveThis and Affinda solve a universal problem: decisions stuck in document limbo. By automating data extraction and approval routing, teams save hours weekly and reduce errors.

Next steps:

• Register for ApproveThis (free trial available)
• Explore Affinda’s document AI
• Build your first Zap in Zapier (takes ~15 minutes)

For a tailored demo, contact ApproveThis’s team. Show them your toughest approval bottleneck – they’ll map out an automation path.