1.Monitors new file objects
Integrate Amazon S3 and storage systems to detect new file objects in your results bucket and pass file details for processing.
Amazon S3or swap with your favorite appSend completed assessment PDFs to patients and care team
Automatically detect completed assessment PDF uploads across Amazon S3 and email out to Gmail. Send completed PDFs and clear pending assessments when new files land in the bucket or table matchesβso you can deliver results, prevent duplicate sends, and keep the queue accurate without manual follow-up.
How this automation sends assessment results automatically
When completed assessment PDFs stay in storage, patients and care teams miss timely delivery and pending queues get out of date. This automation watches S3 uploads, parses identifiers, looks up and validates pending records, sends Gmail attachments, and deletes completed entriesβso your team keeps outreach accurate.
2.Parses filename for IDs
Integrate Formatter by Zapier and data parsing tools to extract assessment identifiers from the filename and enable lookups.
Formatter by Zapieror swap with your favorite app
3.Finds pending assessment row
Integrate Zapier Tables and database lookups to match parsed IDs to the pending assessments table and retrieve the first record.
Zapier Tablesor swap with your favorite app
4.Filters unmatched table records
Integrate Filter by Zapier and workflow conditions to continue only when a matching pending record exists to avoid unlinked sends.
Filter by Zapieror swap with your favorite app
5.Sends email with PDF attachment
Integrate Gmail and messaging templates to send an email with the S3 file attached and map table fields to the message.
Gmailor swap with your favorite app
6.Deletes pending assessment after send
Integrate Zapier Tables and database cleanup to delete the matched pending record after a successful send and prevent duplicates.
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