1.Detects new task checked
Integrate Process Street and checklist automation tools to fetch the checklist and map form fields to document placeholders.
Create and send rejection document to property owners
Automatically detect a configured task checked in Process Street and map checklist form fields across document templates. Create and send a standardized rejection document and attach the generated PDF back to the checklistβso you can avoid manual paperwork, slow audits, and follow-up chasing.
How this automation creates rejection documents with audit-ready PDFs
When a configured task check happens, delays can stall property owner responses and disrupt audit trails. This automation maps checklist fields, creates and sends a rejection document, and updates the checklist with the generated PDFβso your team can close cases faster.
Process Streetor swap with your favorite app
2.Creates and sends rejection document
Integrate PandaDoc and template document tools to create the rejection document and send it using the checklist recipient email.
PandaDocor swap with your favorite app
3.Attaches generated PDF to checklist
Integrate Process Street and audit tracking tools to update the checklist with the generated PDF mapped to a form field.
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