1.Detect new attachment uploads
Integrate Smartsheet and spreadsheet automation tools to detect new attachment metadata and map the attachment URL to processing.
Create organized tax package files into folder structure
Automatically capture new attachment uploads from your Smartsheet tax tracker across OneDrive and Zapier Tables. Automatically create staging files, extract identifiers from filenames, and place files into the right tax entity foldersβso you can route documents without manual file sorting or chasing folder names.
How this automation organizes your tax package files
When new attachments land in your Smartsheet tax tracker, documents can get misplaced and delays pile up. This automation creates staging files, extracts identifiers, finds matching folder records, and moves the files to the right tax entity foldersβso your team stays on track.
Smartsheetor swap with your favorite app
2.Creates staging file in folder
Integrate OneDrive and file storage tools to create a staging file and map attachment content or URL to the new file.
OneDriveor swap with your favorite app
3.Extracts identifier from filename
Integrate Code by Zapier and scripting tools to parse the filename and output a single identifier field for lookup.
Code by Zapieror swap with your favorite app
4.Finds matching folder record
Integrate Zapier Tables and mapping data tools to search for the identifier and return the target folder record or no match.
Zapier Tablesor swap with your favorite app
5.Moves file into target folder
Integrate OneDrive and folder management tools to update the file location using the returned folder record ID.
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Explore all document processing automations
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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