1.New confirmation email with PDF
Integrate Microsoft Outlook and email parsing tools to detect new confirmation emails and attached PO PDFs for order fulfillment updates.
Update shipping tasks with order numbers and tracking
Automatically monitor new order confirmation emails across Microsoft Outlook and your logistics stack. Get create and update shipping details when tracking is available, or route to review when it is missingβso you can deliver order numbers and tracking to recipients without manual follow-up.
How this automation updates shipping details automatically
When order confirmations arrive with PO PDFs, delays can cause missed shipments and support tickets. This automation converts PDFs, extracts order details, updates matching shipping tasks, and sends tracking emails or routes exceptions for follow-upβso your team can move faster with fewer checks.
Microsoft Outlookor swap with your favorite app
2.Retrieves PDF attachment
Integrate Microsoft Outlook and document handling tools to map message IDs to PDF attachment files for downstream extraction.
3.Converts PDF to text
Integrate Files By Zapier and text extraction tools to convert the PDF into plain text for parsing.
Files By Zapieror swap with your favorite app
4.Extracts order and recipient
Integrate Formatter by Zapier and parsing rules to run regex and capture order numbers and recipient names.
Formatter by Zapieror swap with your favorite app
5.Finds the shipping task
Integrate Asana and task lookup tools to find the shipping task in the project using the extracted recipient name.
Asanaor swap with your favorite app
6.Optionally looks up a subtask
Integrate Zapier Tables and record lookup tools to find a related subtask record when applicable.
Zapier Tablesor swap with your favorite app
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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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