1.Monitors new file in folder
Integrate Microsoft SharePoint and file storage tools to watch new claim files to extract file name, modified time, and file URL.
Create claim intake items from new shared folder files
Automatically monitor new file in folder across Microsoft SharePoint for claim intake metadata. Create and update standardized intake items in monday.com when new shared folder file arrives, filename tokens appear, or file modified time postsβso you can triage faster, reduce manual entry, and prevent intake paperwork without manual reporting.
How this automation protects your claim intake workflow
When new folder files appear in Microsoft SharePoint, manual intake can delay triage and increase data entry errors. This automation watches new claim files and builds a merged intake ID, then creates standardized items in monday.comβso your team can act quickly.
Microsoft SharePointor swap with your favorite app
2.Transforms text and date tokens
Integrate Formatter by Zapier and date parsing tools to split filenames and format modified time to a consistent date string.
Formatter by Zapieror swap with your favorite app
3.Truncates file text for token
Integrate Formatter by Zapier and data formatting tools to truncate the file id or timestamp into a short token for the ID suffix.
4.Combines tokens into merged ID
Integrate Code by Zapier and scripting tools to merge extracted tokens and the truncated file token to produce a compact intake ID.
Code by Zapieror swap with your favorite app
5.Creates item on intake board
Integrate monday.com and workflow boards to map merged intake ID and fields, then attach the file URL to the item.
monday.comor swap with your favorite app
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