1.Detect new file in intake folder
Integrate Microsoft SharePoint and document intake tools to detect new notice files and pass file details into the workflow.
Copy and rename incoming notice files to customer folder
Automatically detect new notice PDF files across Microsoft SharePoint intake folders. Copy and rename incoming notice files when new notice PDF arrives, filenames include intake prefixes, or files land in the intake folderβso you can extract base names, generate customer folder paths, and copy authoritative documents without manual file renaming.
How this automation preserves authoritative customer documents
When new files arrive in an intake folder, manual renaming and filing can slow access to the right document. This automation extracts cleaned filenames and copies documents into customer folders in real timeβso your team can keep records consistent.
Microsoft SharePointor swap with your favorite app
2.Extracts base name from filename
Integrate Formatter by Zapier and filename normalization tools to map the incoming filename and output a cleaned base name.
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3.Tidies final customer folder name
Integrate Formatter by Zapier and file naming rules to strip extensions and trailing markers to produce the final folder name.
4.Copies file into customer folder
Integrate Microsoft SharePoint and document storage systems to copy the file into the designated customer folder without overwriting.
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Accelerate document workflows with automated file capture, data extraction, and record routing
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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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