1.Captures booking confirmation emails
Integrate Microsoft Outlook, email parsing tools, and attachment handling to capture booking details and trigger the automation.
Save booking confirmations and tag emails for agents
Automatically watch vendor booking emails with attachments across Microsoft Outlook and parse reservation references with Formatter by Zapier. Create and update confirmation files in Box and tag the originating emails with Zapier Tables lookup context—so you can reduce manual filing, speed agent review, and keep confirmations organized without chasing threads.
How this automation speeds up agent booking follow-up
When vendor booking email arrivals include attachments, delays can cause missed handoffs and manual tracking work. This automation parses reservation references and saves confirmation files and email categories—so you can act on bookings without manual filing.
Microsoft Outlookor swap with your favorite app
2.Extracts reservation reference
Integrate Formatter by Zapier and text extraction tools to parse the reservation reference from email subject or body.
Formatter by Zapieror swap with your favorite app
3.Looks up the assigned agent
Integrate Zapier Tables and data lookup tools to find the reservation record or create a placeholder agent match.
Zapier Tablesor swap with your favorite app
4.Creates or uploads confirmation files
Integrate Box and file storage tools to find the booking confirmation file and create a new file or upload a new version.
Boxor swap with your favorite app
5.Adds an agent email category
Integrate Microsoft Outlook and email categorization tools to tag the email with the assigned agent or Manual Review Needed.
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Speed up guest confirmations with automated booking alerts, message delivery, and calendar updates
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