1.Monitor new email in folder
Integrate Microsoft Outlook, and email parsing tools, to detect new domiciliation request emails to process into stored records.
Create document from domiciliation emails and update ledger
Automatically convert domiciliation request emails into documents across Microsoft Outlook and your document apps. Create and update registry links automatically when new emails arrive, so you can store, retrieve, and share records without manual filing.
How this automation updates your registry links
When new domiciliation request emails land in a specific folder, delays can stall document intake and make records hard to find. This automation converts email content into Google Docs files, shortens share URLs, and updates your Google Sheets registryβso your team can retrieve requests fast.
Microsoft Outlookor swap with your favorite app
2.Extract structured email fields
Integrate Formatter by Zapier and email parsing tools to parse the subject into reference values and extract the email body content.
Formatter by Zapieror swap with your favorite app
3.Create document from email
Integrate Google Docs and document storage tools to create a domiciliation document from the email body and reference.
Google Docsor swap with your favorite app
4.Shorten created document link
Integrate URL Shortener by Zapier and link management tools to shorten the Google Docs file link for consistent sharing.
URL Shortener by Zapieror swap with your favorite app
5.Lookup registry row by reference
Integrate Google Sheets and spreadsheet search tools to find the matching registry row using the parsed reference.
Google Sheetsor swap with your favorite app
6.Update registry with shortened URL
Integrate Google Sheets and spreadsheet update tools to write the shortened URL into the configured link column.
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