1.Receives visit payloads
Integrate Webhooks by Zapier and payload mapping tools to receive visit text and transcription for a dedupe-ready referral key.
Add ordered referrals to referral register from visits
Automatically receive visit payloads across Webhooks by Zapier, ChatGPT (OpenAI), Formatter by Zapier, and Google Sheets. Create and update when a referral line is extractedβso you can update the referral register, dedupe referral entries, and mark records processed without manual data entry.
How this automation accelerates your referral intake
When visit payloads arrive with assessment and plan and transcription, delays can stall coordinator action. This automation extracts referral lines, transforms them into segments, and updates your referral registerβso your team can act on consolidated referrals without rework.
Webhooks by Zapieror swap with your favorite app
2.Extracts a referrals line
Integrate ChatGPT (OpenAI) and transcription parsing tools to extract one validated referral line from assessment and plan text.
ChatGPT (OpenAI)or swap with your favorite app
3.Splits referrals into segments
Integrate Formatter by Zapier and text transformation tools to split ChatGPT output into referral segments for the registry.
Formatter by Zapieror swap with your favorite app
4.Updates referral register rows
Integrate Google Sheets and reporting tools to update the referral column and mark records processed using the identifier match.
Google Sheetsor swap with your favorite app
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Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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Step 1
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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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