1.Detect matching lease attachments
Integrate Gmail, email parsing tools, and inbox filters to detect matching lease attachments and gate qualifying messages.
Save lease attachments into listing and key folders
Automatically watch for incoming emails with attachments across Gmail and keep Real estate folders in sync in Google Drive. Create and update when labeled lease attachments arrive, subject mapping changes, or filenames date-format incorrectlyβso you can normalize folder names, upload files to Lease Doc and Key, and preserve an organized document trail without manual paperwork.
How this automation organizes lease attachments
When new lease attachment emails arrive, delays can leave listings incomplete and files hard to find. This automation watches labeled attachments, sanitizes subject and dates, and uses Google Drive to find or create subfolders and upload renamed filesβso your listing documents stay current.
Gmailor swap with your favorite app
2.Watches qualifying attachment emails
Integrate Gmail, email processing tools, and attachment detection to watch for qualifying messages and continue only when labels match.
3.Sanitizes folder name from subject
Integrate Formatter by Zapier, text processing tools, and mapping rules to truncate and sanitize the subject and map to a folder name.
Formatter by Zapieror swap with your favorite app
4.Formats YYYY-MM-DD date prefix
Integrate Formatter by Zapier and date normalization tools to format timestamps to YYYY-MM-DD for consistent file and folder naming.
5.Finds the matching listing folder
Integrate Google Drive, file storage tools, and folder search to locate the listing folder under your configured parent.
Google Driveor swap with your favorite app
6.Creates subfolders and uploads file
Integrate Google Drive and document organization tools to find or create Lease Doc and Key Exchange subfolders, then upload and rename.
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Explore all real estate document processing automations
Accelerate real estate document processing with automated file capture, document routing, and record updates
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