1.Detect new statement of advice email
Integrate Microsoft Office 365 and email parsing tools to detect qualifying Statement of Advice emails and start the workflow.
Create final SOA records from incoming client emails
Automatically monitor new Statement of Advice emails across Microsoft Office 365 and alert when SOA attachments arrive, when non-SOA subjects show up, or when auto-bounce messages are detectedβso you can protect document workflows. Create archival records and notify stakeholders when conversions and metadata parsing complete without manual data entry.
How this automation protects your SOA records
When Statement of Advice emails arrive without structured fields, delays can break downstream approvals and reporting. This automation parses qualifying emails by converting PDFs, extracting text, and creating archival records with notificationsβso your team can store accurate documents faster.
Microsoft Office 365or swap with your favorite app
2.Filter qualifying SOA messages
Integrate Filter by Zapier and message routing logic to continue only for emails with attachments and the right subject.
Filter by Zapieror swap with your favorite app
3.Convert PDF to text and html
Integrate CloudConvert and PDF.co to convert attached PDFs into TXT and HTML for downstream parsing.
CloudConvertor swap with your favorite app
4.Extract converted text content
Integrate Files By Zapier and document extraction tools to retrieve converted file URLs and pull the extracted text.
Files By Zapieror swap with your favorite app
5.Create records and send confirmation
Integrate Airtable and Microsoft Office 365 to create archival database records and send a confirmation email with attachments.
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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