1.Detect labeled claim email
Integrate Gmail and email filtering tools to catch labeled claim emails and start triage when PDFs are attached.
Create claim issue from labeled insurance email with PDFs
Automatically monitor labeled insurance claim emails with PDFs across Gmail. Create triage issues and enrich claim intake when labeled claim email arrives, claim email is labeled, or PDF attachments are addedβso you can protect intake consistency, speed up document handling, and notify stakeholders without manual triage.
How this automation creates claim issues fast
When a labeled claim email with a qualifying PDF hits Gmail, delays can stall investigations and cause intake gaps. This automation selects the correct PDF, uploads and converts it, parses key fields, and creates a Jira issue with the document attachmentβso your team can start intake immediately.
Gmailor swap with your favorite app
2.Select matching claim PDF
Integrate Code by Zapier and document filtering tools to choose the correct attachment and continue only when a qualifying PDF is found.
Code by Zapieror swap with your favorite app
3.Upload claim PDF to Drive
Integrate Google Drive and storage tools to upload the selected PDF to a configured folder for consistent intake handling.
Google Driveor swap with your favorite app
4.Convert PDF to JSON
Integrate PDF.co and OCR extraction tools to convert the Drive file into JSON for text block and raw OCR output.
PDF.coor swap with your favorite app
5.Parse claimant and incident fields
Integrate Code by Zapier and parsing logic to extract claimant name, occurrence date, registration number, and statement from JSON.
6.Lookup policy fields by registration
Integrate Google Sheets lookup tools to match registration numbers and pull policy and context fields for the issue.
Google Sheetsor 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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