1.Monitors matching inbox emails
Integrate Microsoft Outlook and inbox routing to catch new emails and pass attachments to the flow.
Route parsed freight order approvals to operations inbox
Automatically watch Microsoft Outlook for new inbox emails matching configured subject or keyword across business document management workflows. Get instant alerts when matching emails arrive, order PDFs attach, or required fields are missingβso you can send approvals, flag duplicates, and triage reviews without manual follow-up.
How this automation routes freight approvals to operations
When new inbox emails match a configured subject or keyword, approval handoffs can stall and errors slip through. This automation parses attachments and validates orders, then emails decisions to operationsβso your team can triage faster.
Microsoft Outlookor swap with your favorite app
2.Converts attachments to plain text
Integrate Files By Zapier and document parsing tools to convert email attachments to plain text for parsing.
Files By Zapieror swap with your favorite app
3.Parses document into order fields
Integrate ChatGPT (OpenAI) and document extraction to parse order PDFs and map text into structured order fields.
ChatGPT (OpenAI)or swap with your favorite app
4.Looks up client record for validation
Integrate Webhooks by Zapier and client lookup tools to validate parsed fields against the client record.
Webhooks by Zapieror swap with your favorite app
5.Validates and decides approval status
Integrate ChatGPT (OpenAI) and decision rules to validate order data and determine APPROVED or REJECTED with reasons.
6.Sends approval or rejection notice
Integrate Email by Zapier and notification templates to email operations the status and key order fields.
Email by Zapieror swap with your favorite app
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
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