1.Receive new claim submission
Integrate Paperform and form tools to receive the incoming claim and map submission fields to the contract lookup.
Notify claims champion in team thread on new submission
Automatically receive new claim form submissions across Paperform and Slack. Post a channel message and resolve the right owner when claim form submitted, contract reference provided, or claim summary receivedβso you can start triage, assign the champion, and share context without manual follow-up.
How this automation accelerates claim triage for champions
When a claim form submission arrives without routing, triage stalls and champions miss key context. This automation looks up the contract and company owner and posts a Slack claims thread messageβso your team can start triage instantly.
Paperformor swap with your favorite app
2.Find contract row
Integrate Google BigQuery and analytics tools to query your contracts dataset by contract reference and return identifiers.
Google BigQueryor swap with your favorite app
3.Find company owner
Integrate Google BigQuery and data modeling tools to query your company dataset and retrieve owner contact and owner email.
4.Find user by email
Integrate Slack and team directory tools to search for a mentionable user using the owner email from BigQuery.
Slackor swap with your favorite app
5.Post channel thread message
Integrate Slack and messaging workflows to post or append a claims channel thread message with contract reference and claim summary.
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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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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