ApproveThis manages your kippy Integration approvals.

When Strategy Meets Speed

Kippy gives organizations laser focus on strategic objectives through KPI tracking and project alignment. ApproveThis removes friction from decision-making with structured approval workflows. Together through Zapier, they create a closed-loop system where strategic updates trigger automated reviews, and approved decisions automatically update performance records. This integration isn't about replacing human judgment - it's about giving leaders more time for the decisions that matter.

Why This Integration Changes the Game

Most strategy platforms show you when KPIs are off track. Kippy does this exceptionally well with its granular note-taking and milestone features. Where teams get stuck is the follow-through - chasing down approvals for budget shifts, resource reallocations, or timeline changes. ApproveThis solves this by turning Kippy's alerts into structured approval processes that:

• Prevent decision paralysis through automated routing
• Maintain audit trails for compliance
• Allow external partners to approve without Kippy licenses

A manufacturing client reduced equipment purchase delays from 14 days to 36 hours using this integration. Their procurement team now auto-routes Kippy-identified capacity issues through ApproveThis, with CFO approvals happening directly via email.

Real-World Workflows That Move Needles

Use Case 1: From KPI Alert to Approved Action

When a sales manager in Kippy logs slowing lead conversion rates:

1. Zapier detects the new Kippy note
2. ApproveThis auto-generates a approval request with budget impact calculations
3. Route to CMO (primary), CFO (if >$10k), and Sales Ops Director
4. Approved requests auto-update Kippy with new hiring targets

Marketing agencies use this to get client approvals on campaign pivits within Slack, keeping both internal teams and external stakeholders aligned.

Use Case 2: Closing the Strategy Execution Loop

A healthcare provider automates compliance approvals:

1. Kippy flags patient satisfaction scores below target
2. ApproveThis routes training budget increase request to board members
3. Approved funds trigger Kippy milestone updates and nurse scheduling changes

The vacation delegation feature ensures approvals never stall - if the Chief Nursing Officer is out, requests automatically reroute to their deputy.

Features That Make This Partnership Unique

ApproveThis adds three critical layers to Kippy's strategic tracking:

Threshold-Based Escalations: Automatically route high-impact Kippy alerts to executive teams while handling routine approvals at department level. A retail chain uses this to send inventory buy requests over $50k directly to VPs while approving smaller orders locally.

Client-Safe Approvals: External partners can approve requests via email without needing Kippy access. Architecture firms share project change orders with clients this way, maintaining a single source of truth in Kippy without license sprawl.

Real-Time Audit Trails: Every approval decision in ApproveThis automatically timestamps the corresponding Kippy update. Financial services firms use this for SOX compliance, directly linking strategy changes to approval records.

Setting Up Your Integration

1. Connect Kippy and ApproveThis through Zapier (15 minutes)

2. Map critical fields:

• Kippy Note Type → ApproveThis Workflow Template
• KPI Owner → Primary Approver
• Project Budget → Approval Threshold

3. Test with low-risk approvals first (e.g., content calendar changes) before scaling to financial approvals

Pro Tip: Use ApproveThis' calculated fields to auto-populate ROI projections based on Kippy's historical KPI data during request creation.

Team-Specific Benefits

Finance Teams

Auto-route budget reallocation requests from Kippy with built-in thresholds. If marketing wants to shift 15% of Q4 budget to new channels, ApproveThis requires CFO approval only above defined limits while handling smaller amounts through department leads.

Operations Managers

Turn Kippy's project delay alerts into equipment purchase approvals with vendor quotes attached. The integration's email approvals let warehouse managers sign off from their phones while maintaining Kippy's procurement records.

HR Leadership

Link Kippy's employee performance KPIs to training budget approvals. When development needs are logged in Kippy, ApproveThis routes requests through succession planning workflows with automatic delegation during PTO periods.

When Manual Processes Creep Back In

The biggest risk isn't setup complexity - it's partial adoption. A mid-sized tech company initially used the integration only for IT purchases, seeing 70% faster approvals. After expanding to all Kippy-initiated requests, they reduced quarter-end closing time by 8 days through automated financial reporting approvals.

Another pitfall: Not using conditional logic. A nonprofit initially required all Kippy-generated grant requests to go through 5 approvers. By setting ApproveThis rules to require only 2 concurrent approvals for amounts under $25k, they cut processing time by 40%.

Getting Started

This isn't about replacing human decision-making - it's about eliminating the busywork that slows strategic momentum. Start with a single high-impact workflow:

1. Identify Kippy alerts that consistently cause approval delays
2. Map to an ApproveThis template with conditional routing
3. Run a 30-day pilot with one team

Most clients see enough time savings in 2-3 workflows to fund the entire integration cost.

Your Next Strategic Move

Kippy tells you where focus is needed. ApproveThis ensures those focus areas get timely decisions. Together, they create what one COO called "strategy execution without the endless follow-up emails."

Ready to transform alerts into action? Start your ApproveThis trial or explore Kippy's strategic tracking to see live integration examples.