1.Monitors labeled new attachments
Integrate Gmail and email parsing tools to detect new attachment messages and map the attachment into the workflow file payload.
Save and rename incoming form PDFs to shared folder
Automatically watch Gmail for new attachment messages in a configured label across Gmail and Google Drive. Create and update when form PDFs arriveβso you can extract IDs, extract completion dates, and upload standardized filenames without manual filing.
How this automation saves and renames incoming PDFs
When new attachment messages arrive in a configured email label, delays can break audit-ready document workflows. This automation monitors inbox activity, extracts form ID and completion date, and uploads renamed PDFs to a shared Drive folderβso your team can keep records consistent.
Gmailor swap with your favorite app
2.Extracts form identifier from subject
Integrate Formatter by Zapier and text extraction tools to derive the form identifier from the message subject and token pattern.
Formatter by Zapieror swap with your favorite app
3.Extracts completion date from body
Integrate Formatter by Zapier and data extraction tools to pull the completion date from the message body using a date pattern.
4.Uploads and renames the PDF file
Integrate Google Drive and file storage tools to upload the PDF to the configured folder and create a standardized filename with the extracted date.
Google Driveor swap with your favorite app
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Add new uploaded files to project document records
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Add resolution records from folder files for governance
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Attach AI document summary to task context and record
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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