1.Monitor new email requests
Integrate Microsoft Outlook and email intake to detect new work request emails and route them into parsing.
Create work orders from incoming emails for field teams
Automatically monitor new emails across Microsoft Outlook, Formatter by Zapier, and AroFlo. Create and update work orders when job references match, due dates are present, or location hints appearβso you can create tasks, confirm job numbers, and notify dispatchers without manual follow-up.
How this automation accelerates your dispatch handoffs
When new email requests arrive in the inbox, dispatch can get delayed by missing or unstructured details. This automation parses email work requests and notifies dispatch with created job numbersβso your team can move work to the field faster.
Microsoft Outlookor swap with your favorite app
2.Extracts job details from email
Integrate Formatter by Zapier and email parsing tools to extract job reference, due date, location hints, and description.
Formatter by Zapieror swap with your favorite app
3.Creates a new task in AroFlo
Integrate AroFlo and job management to create tasks by mapped title, description, client reference, and due date.
AroFloor swap with your favorite app
4.Returns canonical job number
Integrate AroFlo and task lookup to confirm creation and return the canonical job number for communication.
5.Sends dispatcher email notification
Integrate Microsoft Outlook and email notifications to email dispatch with the job number and mapped summary details.
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- View all
Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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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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