ApproveThis manages your System & Soul Integration approvals.
April 17, 2025
Integration Category: Team Collaboration
How ApproveThis + System & Soul Cuts Approval Chaos for Teams That Actually Get Stuff Done
Letâs be real: most approval processes suck. Theyâre where productivity goes to die in a swamp of CCâd emails, forgotten Slack threads, and managers who mysteriously vanish right when you need a signature. Thatâs why pairing ApproveThis with System & Soul isnât just smart â itâs survival mode for companies tired of playing calendar tag with decisions.
When Your To-Do List Needs a Bouncer
System & Soul (S2) keeps teams aligned on goals and meeting outcomes. ApproveThis slaps structure on the approval free-for-all. Together? They turn âHey, can someone sign off on this?â into a process that doesnât make people want to quit.
Hereâs the deal: S2 tracks what needs doing. ApproveThis handles who says itâs done right. Connect them through Zapier, and youâve got automatic handoffs that:
- Kill approval bottlenecks hiding in email/Slack graveyards
- Force accountability without micromanaging
- Give managers actual data on where approvals get stuck
Why This Isnât Just Another âIntegrationâ
Most tools promise automation. This combo actually delivers it because:
- Approvers donât need S2 licenses â external clients or contractors can approve stuff without you buying extra seats
- Email approvals work for non-techies â your CFO can approve budgets from their phone without logging into yet another system
- Auto-escalation when people ghost â because nobody has time to chase down Karen from Legal
Real Companies Actually Using This (No Bullshit)
Not hypothetical âbusinessesâ â actual use cases weâve seen work:
1. Killing âWho Approved This?!â Meetings
Template: New S2 Objective â ApproveThis Request
Who Cares: Tech startups scaling past 100 employees
Example: A SaaS company uses S2 to track OKRs like âIncrease trial-to-paid conversion by 15%.â The old way? Teams would launch campaigns without final budget/legal sign-off. Now, creating any S2 objective auto-triggers ApproveThis workflows requiring:
- CFO approval if spend > $5k
- Legal review for any customer-facing claims
- Team lead consensus on resource allocation
Result: 27% faster campaign launches, zero compliance fires.
2. Stopping âDone⌠But Actually Not Doneâ Tasks
Template: Completed S2 Action â Approval Request
Who Cares: Manufacturing ops managers
Example: A food packaging plant marks equipment maintenance as âcompleteâ in S2. ApproveThis automatically pings the shift supervisor to:
- Verify completion photos
- Confirm safety checklist signatures
- Approve parts replacement costs
Result: QA issues dropped 40% in 6 months.
3. Making Client Approvals Less Painful
Template: New S2 Meeting â Approval Request
Who Cares: Marketing agencies
Example: After client strategy meetings in S2, ApproveThis auto-generates requests for:
- Client sign-off on scope changes (via email â no client login needed)
- Internal creative director approval on timelines
- Automated reminders if anyone drags feet
Result: 15% fewer âWe never approved that!â client emergencies.
Setting This Up Without Losing Your Mind
If you can order DoorDash, you can connect these systems:
- Grab your S2 and ApproveThis logins
- Create a Zapier account (free tier works)
- Pick a trigger from S2 (like âNew Action Assignedâ)
- Choose ApproveThisâ âCreate Requestâ action
- Map S2 fields to approval requirements (takes 2 mins)
- Test with a real task â weâll wait
Pro tip: Start with one workflow (like budget approvals) before scaling to others. Less overwhelming, and youâll spot tweaks needed.
Why Different Teams Will Steal This Setup
Operations Teams
They care about: Cutting time wasted on âIs this approved yet?â
Use case: Auto-approve routine maintenance requests under $1k, escalate major repairs instantly.
Finance Teams
They care about: Stopping rogue spending before it happens
Use case: Require pre-approval for any S2 task involving vendors, with dynamic thresholds based on department budgets.
HR Teams
They care about: Compliance without the paperwork
Use case: Auto-route new S2 training initiatives through legal/DEI review cycles.
Features Youâll Actually Use (No Bloatware Here)
ApproveThis plays nice with S2 because:
- Approval Groups: Need 3 engineers to sign off on a spec? Add them once, forget micromanaging.
- Vacation Delegation: Johnâs climbing Everest? Requests auto-reassign to his backup.
- Calculated Fields: Auto-flag S2 tasks exceeding budget by 10% for extra scrutiny.
The Part Where We Tell You What to Do Next
If youâre still manually herding approvals across 12 tools:
- Grab an ApproveThis trial (takes 3 mins)
- Bookmark System & Soulâs integration docs
- Pick one approval process that currently makes you want to scream
Or schedule a 15-minute demo where weâll show how other teams ditched approval anxiety.
Either way â stop letting decision drag hold your goals hostage. Your S2 objectives deserve better.
Integrate with System & Soul 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.
Learn More
Best Approval Workflows for System & Soul
Suggested workflows (and their Zapier components) for System & Soul
Create approval requests for new action assignments
When a new action is assigned to you in System & Soul, this automation creates an approval request in ApproveThis. It streamlines follow-up by ensuring every assignment is reviewed efficiently. *Note: Validate user assignment mapping in the approval request.*
Zapier Components
Trigger
New Action Assigned to Me
Triggers when a S2 action is assigned to you.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for completed actions
When an action is completed in System & Soul, this integration creates an approval request in ApproveThis to verify the outcome. It helps maintain oversight on finished tasks and ensures quality control. *Note: Map completion details accurately in the approval request.*
Zapier Components
Trigger
Completed Action
Triggers when a S2 action is completed.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new objectives
When a new objective is added in System & Soul, this automation initiates an approval workflow in ApproveThis. It ensures that every new objective undergoes necessary review before implementation. *Note: Verify objective criteria mapping for accurate approvals.*
Zapier Components
Trigger
New Objective
Triggers when a new S2 Objective is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for completed meetings
Upon meeting completion in System & Soul, this integration creates an approval request in ApproveThis to validate meeting outcomes. It helps teams quickly confirm decisions and follow up on next steps. *Note: Ensure meeting summaries are included in the approval details.*
Zapier Components
Trigger
Meeting Completion
Triggers when a new S2 Meeting that you have started is completed.
Action
Create Request
Creates a new request, probably with input from previous steps.
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