1.Detect new file in folder
Integrate Microsoft SharePoint and file storage tools to watch for new claim uploads in a folder to trigger intake creation.
Create claim intake items from new claim files
Automatically detect new claim file uploads across Microsoft SharePoint and parse claim details with Formatter by Zapier. Create and update intake items when file name parts and claim metadata are extracted or when amounts and dates format correctly or when intake IDs are generatedβso you can route claims faster and avoid manual triage.
How this automation speeds up claim triage
When a new claim file lands in SharePoint folders, delays can slow downstream intake. This automation parses filenames and metadata, generates a unique intake ID, and creates a monday.com item with the file linkβso your team can triage faster.
Microsoft SharePointor swap with your favorite app
2.Splits filename and parses parts
Integrate Formatter by Zapier and filename parsing tools to split the claim filename and map extracted name parts to insured and claimant.
Formatter by Zapieror swap with your favorite app
3.Extracts values and formats dates
Integrate Formatter by Zapier and date formatting tools to extract numeric values and format claim dates to standardize amount and date fields.
4.Generates merged intake ID
Integrate Code by Zapier and identifier utilities to combine parsed initials and file date to create a unique intake ID.
Code by Zapieror swap with your favorite app
5.Creates intake item and attaches file
Integrate monday.com and workflow tracking tools to create an item, set fields, and attach the claim file link for triage.
monday.comor swap with your favorite app
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Explore all claims management automations
Accelerate claim handling with automated intake routing, status updates, and document tracking
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