ApproveThis manages your MemoMeister Integration approvals.

When Paperwork Meets Process

Let’s be real: approval processes are where productivity goes to die. You’ve got memos stuck in inboxes, stakeholders chasing PDFs, and that one VP who only reviews things on their phone during layovers. MemoMeister organizes your documents – but documents aren’t decisions. That’s where ApproveThis comes in. Together, they turn “Where’s that sign-off?!” into “It’s already done.”

Why This Combo Works (Besides Saving Your Sanity)

MemoMeister keeps your memos, images, plans – all that project evidence – from living in 12 different apps. ApproveThis stops those same files from rotting in approval purgatory. Connect them via Zapier, and you’ve got a system where:

• New memos automatically kick off approvals
• Decisions get logged right in MemoMeister for audit trails

Bonus: Approvers don’t need a MemoMeister login. Send the CFO an email, they click approve, done. No license fees for people who just need to say yes/no.

Real Use Cases (Not Just HR Policy Stuff)

1. “We Can’t Ship Until Legal Signs Off”

Template: New memo → Approval request → Decision recorded

Construction firms: Got a change order memo from the field crew? Auto-send to the project manager, client rep, AND legal. ApproveThis handles who approves in what order, MemoMeister keeps the final signed doc with the original plans.

ApproveThis Secret Sauce: Set approval thresholds – if all three say yes, it auto-approves. If one says no, escalate to the VP. No manual herding.

2. “The Client Needs This Yesterday”

Template: Approval request in ApproveThis → Auto-create memo in MemoMeister

Marketing agencies: Client approves a campaign brief? That “yes” triggers a memo in MemoMeister with the final assets, timestamps, and comments. Now your proof the client signed off isn’t buried in Slack.

Why It’s Better: Approvers get email links – no app logins. Clients can’t claim “I never saw that version” because MemoMeister timestamps everything.

3. “Who Approved This Folder Structure?!”

Template: New folder → Approval request → Enforce naming conventions

IT teams: When someone creates a “Q4 Projects” folder, require manager approval BEFORE it goes live. Stop the “Temp Stuff (Final Version 3)” folder madness.

ApproveThis Bonus: Use calculated fields to auto-flag folders without proper naming – sends back to creator before it even hits the approver’s inbox.

Setup That Doesn’t Need IT to Hold Your Hand

Zapier’s the middleman here. Basic flow:

1. Pick your trigger in MemoMeister (new memo, folder, etc.)
2. Choose “Create Request” in ApproveThis
3. Map memo details to approval fields (project name, amount, due date)

Pro tip: Use ApproveThis’s conditional logic – memos over $5k auto-add the CFO as an approver. Under that? Just the team lead.

Which Teams Stop Hating Approvals

Finance Teams

Expense reports in MemoMeister with receipts? ApproveThis routes them based on amount. Over budget? Auto-flag with notes for the manager. Real-time calculations mean no more Excel hell checking if that hotel was over policy.

Legal & Compliance

New contract memo needs sign-off from legal, security, AND the vendor? ApproveThis sequences approvals so legal goes first. MemoMeister stores the final version with all comments – no more “Final-Final.docx” email chains.

Project Managers

When specs change, memos auto-send for approval. If someone’s OOO, vacation delegation reassigns it. Dashboard shows bottlenecks – “Ah, the client hasn’t approved because the memo’s stuck with their legal.”

What You’re Not Using (But Should)

ApproveThis isn’t just about getting to “yes” faster:

• Email approvals: External partners approve without another login
• Calculated fields: Auto-add tax to invoice memos before approval
• Approval groups: Require 3 devs to approve a spec change, but any 2 can say yes

MemoMeister’s strength? Version control. Every approved memo has a snapshot – who changed what, when. No more “The client says they approved the old version.”

No, It Won’t Fix Your Company Culture (But…)

If your process is a mess, this combo exposes that. But it also helps fix it:

Transparency: Everyone sees where the memo is stuck. No more “I thought YOU approved it!”

Audits: Regulators love MemoMeister’s timestamps + ApproveThis’s decision trail.

Scale: Add steps as you grow – regional approvals, cross-department checks – without hiring a process czar.

How to Not Screw This Up

Do:

• Start with one process – expense reports, content approvals – nail it, then expand
• Use MemoMeister’s metadata to auto-fill ApproveThis fields (project ID, budget codes)

Don’t:

• Overcomplicate workflows – 4 approval steps max unless you’re building rockets
• Let people bypass the system – “Just this once” becomes always

Bottom Line: Approval Isn’t the Enemy

Bad processes are. MemoMeister + ApproveThis via Zapier turns approvals from a choke point into a checklist item. Less chasing, more doing.

Book a demo to see how fast approvals can be. Or start a free trial – takes 15 minutes to connect to MemoMeister.