Automated approval workflows: even better now

published on 15 August 2022

In every business, no matter how much you love it, there are things that do not make your eyes radiate rapture. For instance, sailing on your one-person boat around the globe is adventurous and meditative, but eating canned tuna for a month does not sound very appealing… Same applies to many aspects of corporate work. Luckily, ever since the industrial revolution we know one proven way to free ourselves from the annoying routine processes - automation. Automating certain workflows is the best way to save human hours, money and a couple thousands of your own nerve cells. That’s what we do here in Approveit!

Our product takes one very special place in your toolset: it allows you to automate approval workflows. Expense reimbursements, time-offs, and access requests can become a total nightmare, and Approveit brings all the fuss down to filling in a couple of input fields in the preset form and clicking a button. Neat, huh?

We’re proud to say that our team is continuously working on improving our product and we use your feedback and suggestions as a baseline for our growth. In this article we’re going to be sharing some of the latest results of our work and we hope they will have your warm welcome!

If you’ve just found our product and are not quite familiar with it, please, turn to this article. It goes through the steps of setting things up and shares the results you can achieve with Approveit.

What’s new? 

Conditional rules

This feature allows you to trigger certain approval steps only if a condition is met. 

You can set conditions to be based on the amount, or on the dropdown options.

"Amount" conditions fit the best for expense reimbursement cases

Example:

  • If the sum is lower than $500 - only Jack or Martha has to approve. 
  • If the sum is greater than $500 - both Jack and Martha have to approve. 

Very straightforward. 

With dropdown options, it's best explained with the access management example:

  • Someone needs access to a certain digital resource.
    In the access request form, they will have a dropdown field, where they can choose the resource needed. 
  • They choose the resource and submit their request.
    Depending on what resource they've chosen, the request goes to the approver responsible for this specific resource. 
Conditional rules
Conditional rules

Direct integrations

Integrations are used to automate post-approval processes. For example, creating tickets in Jira or purchase orders in QuickBooks automatically after a certain request has been approved. That way you save time and make sure that nothing gets lost in the approval process. You might forget to create a Jira ticket, but Approveit won’t.

Approveit integrates directly with:

 Let's not forget that you can integrate Approveit with 3000+ apps through Zapier

Integrations workflow
Integrations workflow

By the way, if the integration you need has not been yet added and is not possible with the help of Zapier, you can request API access to build custom integrations together with our team. We’ll help you make it happen, all you need is ask. 

Automatic reminders

Few would disagree if I say that the chances of the approval request being overlooked and forgotten are pretty high. Normally, the one who made the request would have to manually remind the approver about it. But no more.

You can set automatic reminders now!

Customize the frequency of the reminders and you are free to forget about it yourself while Approveit will make sure your request does not fall into the oblivion. If your request is urgent, you can set the reminder to be daily (for example, getting plane tickets for your business trip next Monday). But if you can wait no problem a weekly reminder would be enough (like your time off you intend to take in August, but decided to book it in January just in case).

Automatic reminders
Automatic reminders

Of course, you’d have to warn your colleagues to be mindful and reasonable about these reminders and outline the order of priorities. For example, the bill that has not been paid when it was due is urgent, and soap in the restroom can wait a little.

What else is new? 

  • Green initiative on our platform: Approveit donates to plant 1 tree for every 100 approval requests you make! You can see your progress in planting on our dashboard and also get interactive reports on how many trees your team has planted each month. 
  • Approveit is now also available for you as a Web App! That’s in case you’d prefer to have it separately from your  Slack. You can now use Approveit independently from any other software.
  • Approval workflow automation with Approveit is available directly in your email
  • We have made our workflow builder and dashboard even more intuitive and functional: filtering, creating, and monitoring approval requests has never been easier. 

We hope you’ll find our updates very useful. Few will disagree with the fact that building automated approval workflows is extremely important: it saves your employees’ time and lets them do the job you’ve actually hired them for. Not to mention that it eliminates the extra stress that dull waiting gives people. Approveit lets you do it efficiently and quickly. And it’s very affordable, too!

If you have any requests or suggestions for us to make Approveit even better and more functional,  lets have a zoom chat about it.

Get started for free!

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