Instant Alerts
Notify approvers and contributors the moment a document needs attention, eliminating follow-up emails.
- Document Automation
- Document Approval
Document Approval
Automate the routing, review, and sign-off of files so the right people receive the right documents at the right moment. Trigger approvals when tasks reach key milestones and keep stakeholders instantly informed of status changes. Eliminate manual hand-offs and reduce bottlenecks with Zapier-powered document approval flows.
Seamless Routing
Automatically send documents to the correct person or team based on task status or stage, preventing missteps.
Process Clarity
Maintain real-time visibility into approval progress so everyone knows what’s approved, pending, or overdue.
Featured use cases
Automatically route documents for approval or signature whenever a task status changes, ensuring prompt action and streamlined workflows.
+ moreAutomate real-time alerts to team members about document approval progress to speed up workflows and keep everyone informed.
+ moreInstantly generate and send approval documents at key workflow stages to streamline sign-off and reduce manual tasks.
+ moreAutomatically route, track, and notify stakeholders about document approvals to speed up reviews and ensure transparency.
+ more