1.Detects new file in folder
Integrate Google Drive and storage automation tools to watch an intake folder and pass new file IDs for processing.
Create review docs from whitepaper uploads for listings
Automatically watch whitepaper uploads across Google Drive intake folders and create listing review documents. Post review links when extracted fields populate templates and move the finished docsβso you can reduce manual document handling, speed approvals, and keep extraction consistent without paperwork.
How this automation creates listing review documents
When new whitepapers arrive, manual extraction and template filling slow down reviews and delay approvals. This automation reads uploaded documents, extracts structured fields, creates template documents, and shares review linksβso your team can review faster.
Google Driveor swap with your favorite app
2.Fetches document content
Integrate Google Docs and document parsing tools to open the uploaded file and map its full text to document content for extraction.
Google Docsor swap with your favorite app
3.Extracts structured listing data
Integrate ChatGPT (OpenAI) and data extraction tools to extract listing and due diligence fields from document content.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates document from template
Integrate Google Docs and template systems to map extraction fields into each enabled template and create review documents.
5.Moves files to applications folder
Integrate Google Drive and file organization tools to move created documents into a centralized listing applications folder and return links.
6.Sends review links to chat
Integrate Telegram and team notifications tools to post concise review link messages for faster reviewer access.
Telegramor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
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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
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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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