1.Detects new inbound email
Integrate Email by Zapier and email intake tools to trigger deck processing when a new inbound email arrives.
Attach incoming pitch decks to company records and folders
Automatically capture inbound pitch emails across Email by Zapier and route them to Airtable and Microsoft SharePoint. Create and update company records and intake folders when new inbound emails arrive, deck attachments appear, or domains get detectedβso you can store decks, link files to records, and avoid manual filing.
How this automation protects your pitch intake
When new inbound email arrives, scattered attachments cause delays and missed context. This automation parses pitch email content, finds or creates company records, and uploads deck files to SharePointβso your team can organize pitch decks without manual filing.
Email by Zapieror swap with your favorite app
2.Extracts domain from email
Integrate Sub-Zap by Zapier and data extraction tools to map email text into a cleaned domain for lookup.
Sub-Zap by Zapieror swap with your favorite app
3.Finds or creates company record
Integrate Airtable and CRM record tools to search by cleaned domain and create a company record when no match exists.
Airtableor swap with your favorite app
4.Creates intake folder
Integrate Microsoft SharePoint and storage structure tools to create a folder under your intake path using company name.
Microsoft SharePointor swap with your favorite app
5.Uploads deck attachment
Integrate Microsoft SharePoint and file handling tools to upload the inbound attachment and capture the returned file URL.
6.Updates record with file link
Integrate Airtable and record update tools to write the SharePoint file URL back to the company record link field.
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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