1.Captures completed request payload
Integrate Content Snare and workflow extraction tools to capture the submission payload and map key fields to the workflow data.
Mark client onboarding documentation items as approved in board
Automatically capture completed onboarding request payloads across Content Snare and monday.com. Create and update approval status when onboarding request completes, payload submissions arrive, or template type qualifiesβso you can update status, record approval notes, and proceed without manual follow-up.
How this automation updates onboarding approvals in your board
When onboarding request submissions complete, delays can stall coordinator progress and block documentation access. This automation captures submission data, parses and filters it, then finds and updates monday.com itemsβso your team can move approvals forward fast.
Content Snareor swap with your favorite app
2.Parses submission into structured fields
Integrate AI by Zapier and text parsing tools to parse the submission title or summary and extract client and template type.
AI by Zapieror swap with your favorite app
3.Filters non-qualifying templates
Integrate Filter by Zapier and routing rules to continue only for onboarding documentation-type submissions.
Filter by Zapieror swap with your favorite app
4.Finds the matching board item
Integrate monday.com and board search to search for an item matching the mapped client name and return the first result.
monday.comor swap with your favorite app
5.Updates status and supporting columns
Integrate monday.com and status tracking to update the status column to approved and map submission references.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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