How to Get Started with ApproveThis

Ready to ditch those endless email chains for approvals? Getting started with ApproveThis is designed to be a pretty straightforward process. They aim to get you up and running quickly so you can start streamlining your workflows right away.

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Here’s a simple guide to getting started:

1. Sign Up for a Free Trial or Account

Your first step is to visit the ApproveThis website or their AppSumo page. They often offer a free trial, which is fantastic for testing out the platform without any commitment. You can usually start a 14-day free trial using just your work email. There’s even a free tier that includes 1 workflow and 20 requests per month, which is perfect for trying out the basic functionality. You can access a lifetime deal for ApproveThis and start automating your approvals now: Get Started with ApproveThis and Eliminate Bottlenecks.

2. Set Up Your First Workflow

This is where the magic happens. ApproveThis allows you to create approval workflows tailored to your needs.

• Choose a Template or Build Custom: You can often pick from pre-built templates for common approvals (like vacation requests, expense reports, or content approvals) or build a custom workflow from scratch.
• Define Approvers and Conditions: You’ll specify who needs to approve each step of the workflow. You can set up conditional approvals (e.g., if a request exceeds a certain amount, it needs an extra layer of approval) or assign approvals to specific groups or roles.
• Set Escalation Rules: To prevent delays, set rules for what happens if an approval isn’t made in time. This could involve sending reminders or escalating the request to another approver.

3. Integrate with Your Existing Tools

ApproveThis is built to play nicely with your current tech stack.

• Connect Communication Tools: Integrate with Slack or Microsoft Teams for instant approval notifications and responses directly within your communication channels.
• Leverage Zapier: Connect ApproveThis to thousands of other apps via Zapier. This allows for powerful automations, such as automatically creating an approval request when a new lead comes in your CRM or a specific task is completed in your project management software.
• Custom Mailbox: Set up a custom email inbox where people can send requests, and ApproveThis will automatically turn them into trackable approvals.

4. Kick Off Your First Approval Request

Once your workflow is set up and integrated, it’s time to test it out.

• Via Form: Share the link to your custom approval form.
• Via Email: Have someone send a request to your custom ApproveThis email inbox.
• Via Integration: Trigger a request through one of your integrated tools.

5. Monitor and Optimize

After your workflows are live, use the centralized dashboard to keep an eye on things: AdTrax vs. Other Audio & Ad Tools

• Track Progress: See what’s pending, who needs to approve what, and the overall status of all your requests.
• Analyze Metrics: ApproveThis can help you analyze approval times and identify any bottlenecks in your process.
• Refine Workflows: Use the insights you gain to refine your escalation protocols and optimize your workflows for even greater efficiency.

The goal is to move from manual, fragmented approval processes to an automated, transparent system. The quick setup and integration options mean you can likely start seeing benefits pretty fast.

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