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Lucid Meetings Integration

ApproveThis manages your Lucid Meetings Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Meetings and Approvals Collide (In a Good Way)

Let's be real - most companies treat meetings like a productivity tax. You sit through 57 slides, argue about parking policies, then leave with zero clarity on who needs to approve what. Meanwhile, critical decisions get stuck in email chains between departments that haven't talked since the 2019 holiday party.

This is why combining ApproveThis and Lucid Meetings through Zapier isn't just another "integration" - it's a ceasefire in the war between talking about work and actually doing work. Lucid keeps your meetings focused. ApproveThis keeps decisions moving. Together? They turn meeting outcomes into executable actions before people even leave the (physical or virtual) room.

Why This Combo Works for Grown-Up Companies

Mid-sized to enterprise teams don't need more software - they need fewer bottlenecks. Here's where this integration delivers actual ROI:

1. No More "We'll Circle Back on That"

Example: Your marketing team uses Lucid to run a campaign planning meeting. Action items get created for design requests, budget approvals, and legal reviews. With ApproveThis hooked up:

→ Any action item over $5k auto-generates an approval request
→ Legal gets emailed a digest of all compliance check items
→ Design leads approve creative briefs directly from Slack

Instead of waiting for weekly syncs, approvals happen while meeting notes are still warm.

2. Escape Approval Amnesia

Operations teams love this part: Every Lucid action item tied to an approval gets:

• Real-time tracking in ApproveThis dashboards
• Automated reminders for MIA approvers
• Full audit trails showing who saw what, when

No more "I never got that email" or "That deadline was unclear."

3. Stop Wasting Licenses on Occasional Users

Here's the kicker: External partners or department heads only need ApproveThis access for their specific approvals. No need to:

- Buy extra Lucid seats for quarterly reviewers
- Train vendors on your meeting software
- Manage permissions for one-off participants

ApproveThis becomes the universal remote control for getting decisions made.

Real-World Use Cases That Don't Suck

Use Case 1: From Meeting Notes to Approved Actions in 60 Seconds

How it works: New Lucid action item → Auto-create ApproveThis request → Decisions happen → Update Lucid automatically

Who actually uses this:
Tech Companies: Product teams approve feature prioritization changes during sprint retrospectives.
Manufacturing: Safety meeting action items trigger equipment purchase approvals with 3 levels of sign-off.
Healthcare: Compliance officers review policy updates flagged in staff meetings without accessing patient records.

Use Case 2: When You Actually Need Another Meeting

How it works: High-stakes ApproveThis request gets stuck → Auto-schedule a Lucid meeting with key stakeholders → Decision made → Approval auto-completes

Where this saves careers:
Legal Teams: Contract exceptions requiring executive review get dedicated discussion slots.
Finance: Budget overrides above $50k trigger focused working sessions.
HR: Sensitive employee relations cases move from ticket to tribunal efficiently.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. Basic flow:

  1. Connect Lucid Meetings to Zapier: Use the "New Action Item" trigger
  2. Map Critical Fields: Assign ApproveThis request types based on Lucid tags or categories
  3. Set Approval Rules: Apply thresholds (e.g., auto-approve items under $1k), assign approver groups
  4. Close the Loop: Configure Zapier to update Lucid when approvals finalize

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag action items needing special handling. Example: Any Lucid item containing "contract" or "$" could require legal + finance review automatically.

Department-Specific Wins

For Operations Teams:

Cut approval latency by connecting vendor meeting action items to procurement workflows. ApproveThis' Vacation Delegation ensures supply chain approvals never stall because someone's at a conference.

For Finance Teams:

Auto-generate budget change requests from quarterly review meetings. Use Approval Thresholds to escalate overages directly to VPs without manual routing.

For Cross-Functional Projects:

When action items require sign-off from 3 departments, ApproveThis' Consensus vs. Sequential settings prevent design-by-committee gridlock. Legal goes first, then engineering, then product - no exceptions.

Why This Beats "Just Using Email"

Sure, you could CC everyone on meeting notes and hope for the best. But when (not if) that fails:

• ApproveThis provides legal-grade audit trails showing exactly who approved what version of a document
Conditional logic routes complex approvals correctly the first time
Real-time dashboards show execs exactly which meeting outcomes are stuck

It's like giving your action items GPS trackers instead of hoping they hitchhike to completion.

Getting Started Without the BS

Here's your playbook:

  1. Grab an ApproveThis trial (takes 3 minutes)
  2. Bookmark the ApproveThis-Zapier docs
  3. Identify one recurring meeting where decisions go to die

Start small: Maybe expense report approvals from weekly finance syncs. Once that works, expand to other workflows. Within a quarter, you'll have cut approval delays by 40-60% based on typical client results.

Final Tip: Use ApproveThis' Email-Based Approvals for external partners. Vendors don't need another portal login - they can approve contracts directly from their phone between flights.

Bottom Line

Meetings shouldn't be where ideas go to die. By connecting Lucid Meetings' action items to ApproveThis' approval engine, you turn discussion into action while:

→ Eliminating manual follow-up
→ Reducing compliance risks
→ Making every meeting owner look competent

It's not sexy, but neither is finally hitting your project deadlines. Time to stop approving stuff manually.

🥳

Integrate with Lucid Meetings 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 Lucid Meetings

Suggested workflows (and their Zapier components) for Lucid Meetings

Create approval request for new action items

When a new action item is created in Lucid Meetings, this integration creates a new approval request in ApproveThis to verify the task before execution. *Note: Ensure approval workflow settings are configured in ApproveThis.*

Zapier Components

Lucid Meetings Logo

Trigger

New Action Item

Triggers when a new action item is created.

Action

Create Request

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

Create meeting for new approval requests

When a new approval request is initiated in ApproveThis, this integration automatically creates a meeting in Lucid Meetings for timely discussion. *Note: Configure meeting details in Lucid Meetings to suit approval discussions.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Lucid Meetings Logo

Action

Create Meeting

Creates a new meeting in a room.