1.Detect matching permit and inspection emails
Integrate Gmail and email search tools to catch permit and inspection emails that need parsing
Create parsed permit records and attach to card
Automatically monitor permit and inspection email attachments across Gmail, Google Drive, PDF.co, Formatter by Zapier, Zapier Tables, and Trello. Create and update when parsed IVR and address fields are readyβso you can upload files, extract IVR snippets, and attach triage-ready details without manual triage.
How this automation accelerates permit triage with job cards
When permit and inspection emails match your search, attachments can sit idle and delay field triage. This automation uploads files, parses IVR and address fields, and updates job cardsβso your team can respond faster to the right job.
Gmailor swap with your favorite app
2.Uploads the email attachment
Integrate Google Drive and file storage tools to upload the attachment and return a file URL
Google Driveor swap with your favorite app
3.Parses PDF into IVR and address
Integrate PDF.co and document parsing tools to parse the uploaded file into IVR snippet and address fields
PDF.coor swap with your favorite app
4.Cleans parsed IVR and address
Integrate Formatter by Zapier and text transform tools to split and trim parser outputs into cleaned fields
Formatter by Zapieror swap with your favorite app
5.Finds or creates the job record
Integrate Zapier Tables and records lookup tools to match by cleaned address or create a new record
Zapier Tablesor swap with your favorite app
6.Updates card with attachment and IVR
Integrate Trello and card management tools to attach the file URL and append the IVR snippet
Trelloor swap with your favorite app
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Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Step 1
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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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