1.Monitor new email with attachments
Integrate Microsoft Office 365 and email tools to capture new client emails with attachments to start archival.
Create archived email records and extract client IDs automatically
Automatically monitor new emails in Microsoft Office 365 and capture messages with attachments across PDF.co and document archive tables. Create searchable archive records and extract client identifiers from email contentβso you can accelerate compliance and billing without manual filing.
How this automation preserves archived client documents
When email attachments arrive, delays can slow compliance and billing audits. This automation filters qualifying emails, makes PDFs searchable, extracts client identifiers, and creates archive recordsβso your team can retrieve documents fast.
Microsoft Office 365or swap with your favorite app
2.Filter qualifying emails
Integrate Zapier filter logic to continue only for emails with attachments and exclude unwanted auto-replies to qualify messages.
Filter by Zapieror swap with your favorite app
3.Make PDF searchable
Integrate PDF.co and document processing tools to make PDF attachments searchable and stamp subject text to prepare extracted content.
PDF.coor swap with your favorite app
4.Extract converted PDF text
Integrate Files By Zapier and text extraction tools to pull the converted PDF URL and extract text content to enrich identifiers.
Files By Zapieror swap with your favorite app
5.Determine client identifier
Integrate ChatGPT (OpenAI) and AI parsing tools to determine the client identifier from email subject and extracted text to map records.
ChatGPT (OpenAI)or swap with your favorite app
6.Create archive record in Airtable
Integrate Airtable and database fields to create archive entries mapped to subject, client ID, sender, sent date, and attachment link for retrieval.
Airtableor swap with your favorite app
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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