Intelligent Approval Routing
When every approval lands in the wrong inbox, you become the bottleneck. ApproveThis routes requests to the right person automatically — by role, threshold, org chart, or custom rules.
You spend hours every week tracking down approvals stuck in the wrong manager’s inbox. As the company grows, mis-routes multiply. ApproveThis replaces the manual forwarding, the Slack DMs, and the ‘who handles this?’ guesswork.
No credit card required. Set up in under 2 minutes.
Routing Intelligence
Most approval tools offer a single linear chain. ApproveThis gives you the routing intelligence to match how your organization actually works.
Route based on dollar amounts, regions, departments, or any form value. High-value items escalate automatically.
Learn moreRequests route to the submitter’s direct manager — or up the chain. No more asking ‘who’s your manager now?’
Learn moreClients, vendors, and outside counsel approve via secure signed links. No account required. No login.
Learn moreWhen an approver is out, requests route to their delegate automatically. Every delegation logged for auditors. No Monday morning backlog.
Learn moreDrag, drop, done. Build multi-step routing logic on a visual canvas — no code, no IT tickets.
Learn moreConditional Routing
A $50,000 capital equipment PO should not follow the same path as a $200 office supply order. Now it doesn't have to.
Set dollar thresholds, department rules, or regional assignments once. PO over $10,000 routes to CFO. Expense reports from London route to the EMEA controller.
Dynamic Approver Lookup maps form values — department, region, project code, dollar amount — to the right approver. Build the table once for all 15 regional offices. Unmatched requests catch on a fallback approver.
Chain multiple tables for complex organizations. Route by region first, then by dollar amount within that region. Up to 500 entries per table.
All routing features included on every plan.
Org Chart Routing
Marketing reorganized last quarter. You shouldn't have to memorize the new reporting lines to route a vacation request.
Auto-route to the requester’s direct manager — no Slack messages asking ‘who’s your manager now?’
Drag-and-drop org chart setup. Update reporting lines once, routing updates everywhere.
Multi-level escalation — route up as many levels as your policy requires.
Matrix organizations supported with up to two managers per employee.
Up to 1,000 employees in a single view. No HR system auto-sync — updates are manual but take seconds with drag-and-drop.
External Approvers
Your clients won't create accounts. Your vendors won't download apps. They still need to approve things. Now they can.
Your client gets an email and clicks ‘Approve.’ No portal, no password reset, no account creation. A signed link handles access, every action timestamped and logged.
For agencies managing multiple clients, Approval Hub adds white-label portals. Each portal carries your client’s branding, your client’s domain, isolated queues. You manage everything from one dashboard.
Signed URLs expire after 7 days and are single-use. Email approvals respond from the inbox with 24-hour tokens. Fast for them, auditable for you.
External approvers never need an account.
External approvers access via signed URLs — no MFA required for external users.
Vacation & Delegation
David went on vacation Thursday. Six approvals sat untouched until Monday. Nobody set a delegate because nobody remembered.
Approvers set vacation dates and pick a delegate. Routing shifts automatically.
Group-based approver assignments mean any available member can approve. If one member is out, others cover automatically — no delegation setup needed.
For compliance teams: every delegation is recorded in the audit trail — original approver, delegate, who approved, when.
Every delegation decision is logged with timestamps — who was assigned, who was delegated, who approved.
Visual Flow Builder
If you’ve ever thought “this sounds powerful, but I’ll need a developer to set it up” — you won’t.
Open the canvas. Drag steps and connect them. Add conditions, thresholds, or parallel branches. Your workflow is live in minutes.
Start from 150+ form templates. Drag sequential or parallel steps onto the canvas. Add conditions that trigger when amounts cross thresholds. The builder handles 50+ steps and 5 parallel branches.
Real-time preview shows you exactly how requests will route before you publish. Auto-save means you never lose work mid-build.
Set up in under 2 minutes.
150+ form templates give you a head start on fields and structure. Routing logic is configured separately on the visual canvas.
Audit Trail
When the auditor asks “why did it go to Jennifer?”, the answer shouldn’t require archaeology.
Every routing decision — which rules were evaluated, which approver was selected, why an escalation triggered, when a delegation occurred.
Exportable routing logs for any date range. Hand them to your auditor.
For finance teams: which dollar thresholds were applied, which approvers were selected by the lookup table, and which fallback rules activated.
Activity logs are immutable — entries cannot be edited or deleted after the fact.
Real Workflows
Abstract features don't close the gap between "that sounds interesting" and "that solves my problem." Here's how real teams use intelligent routing.
A $12,000 purchase order is submitted. ApproveThis checks the amount against your threshold rules: anything over $5,000 routes to the CFO. Anything under routes to the office manager. Both are logged with the routing rule that was applied. Auditor-ready from day one.
Learn more
An employee submits a vacation request. It routes to their direct manager automatically — no one has to look up reporting lines. When the manager is on vacation, it routes to their designated delegate. The employee never knows the difference. The ops manager never gets a Slack message.
A campaign brief goes to the client for sign-off. They get an email with a secure signed link. They click "Approve" and add a comment. No account creation, no portal login, no follow-up email asking if they received it. You get a timestamped record of their decision.
Outside counsel reviews contracts on your Approval Hub — your domain, your branding. Every document version is tracked. Every routing decision from submission to final sign-off is logged. When regulators ask for the approval chain, you export it.
Intelligent routing shouldn't require a six-month implementation. Set up your first workflow today.
ApproveThis starts at $19/mo with all routing features included on every plan. No feature gates. Every capability available the moment you sign up.
No credit card required · Set up in under 2 minutes
Want a walkthrough? We'll show you routing in action for your use case.