1.Detect new claim record
Use the new claim record as the trigger, mapping the record title and record ID for downstream folder and link updates.
Create a progress claim folder and draft document
Automatically monitor new claim records across Streak and Google Drive. Create folders and draft documents, then update the claim record with linksβso you can avoid manual folder setup, template copying, and record updates.
How this automation accelerates claim document setup
When a new progress claim record is created, manual folder setup slows turnaround and increases document errors. This automation creates folders, copies a draft template file, and updates the claim record with the folder and document linksβso your team can move faster.
Streakor swap with your favorite app
2.Creates folder for the claim
Create a folder in your configured drive, set its title to the mapped record title, and return the folder ID and folder link.
Google Driveor swap with your favorite app
3.Copies draft template file
Copy a configured template file into the new folder, name it using the record title with DRAFT, and return the document file link.
4.Updates claim with folder and file
Update the original claim record with the new folder link and folder ID, and store the copied file link in the configured document link field.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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