1.Receives new session submission
Integrate Fillout Forms, data extraction tools, and attachment handling to extract key session fields for document generation.
Create client session documents and update client records
Automatically extract session intake fields across Fillout Forms and Airtable. Generate formatted session and SOAP documents and create folder and doc linksβso you can create documents, update records, and share outputs without manual paperwork.
How this automation creates client session documents
When new submissions are received, delays can cause documents to stay unbuilt and records to miss links. This automation extracts session fields, formats and generates session and SOAP documents, and updates Airtable record linksβso your team can respond faster.
Fillout Formsor swap with your favorite app
2.Formats session date and HTML
Integrate Formatter by Zapier, markdown tools, and date formatters to convert session markdown to HTML and prepare headers.
Formatter by Zapieror swap with your favorite app
3.Creates or finds client folder
Integrate Google Drive and folder management tools to find or create a client folder using the client identifier title.
Google Driveor swap with your favorite app
4.Appends session content to doc
Integrate Google Docs, document templating, and text append tools to find-or-create a session doc and add date and HTML.
Google Docsor swap with your favorite app
5.Generates and appends SOAP note
Integrate ChatGPT (OpenAI), Formatter by Zapier, and document tools to generate a SOAP note and append it to a SOAP doc.
ChatGPT (OpenAI)or swap with your favorite app
6.Updates client record with doc links
Integrate Airtable and record update tools to look up the client identifier and write session and SOAP document links.
Airtableor swap with your favorite app
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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.
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