1.Detects new file in results folder
Integrate OneDrive and document parsing tools to capture the incoming results file and prepare it for structured extraction.
Send parsed test results to central results inbox
Automatically detect new results files in OneDrive across Microsoft Outlook, AI by Zapier, and ChatGPT (OpenAI). Create and update when extracted test type, patient DOB, and report date arriveβso you can triage cases, standardize fields, and archive originals without manual triage.
How this automation accelerates your test triage
When new results documents arrive unparsed, delays can slow triage and create rework. This automation extracts test fields and normalizes them, then sends a standardized inbox email and archives the processed fileβso your team can respond quickly.
OneDriveor swap with your favorite app
2.Extracts structured test fields
Integrate ChatGPT (OpenAI) and structured data parsing tools to extract test type, patient DOB, and report date from the file.
ChatGPT (OpenAI)or swap with your favorite app
3.Normalizes patient names and dates
Integrate AI by Zapier and data formatting tools to normalize date strings and standardize patient name casing for the email.
AI by Zapieror swap with your favorite app
4.Sends standardized results email
Integrate Microsoft Outlook and email routing tools to send a standardized inbox message with mapped fields and the original attachment.
Microsoft Outlookor swap with your favorite app
5.Moves file to processed folder
Integrate OneDrive and audit logging tools to move the processed file to your archive for traceable handoff.
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Accelerate document workflows with automated form capture, data extraction, and record routing
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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