1.Monitors new incident records
Integrate Airtable and reporting tools to detect new incident records and pull owner, tenant, estimate, and status fields.
Send owner estimate emails and notify tenants promptly
Automatically monitor new incident records across Airtable and Gmail. Get estimate PDFs emailed to owners, update incident statuses, and notify tenants when enabledβso you can avoid manual follow-up.
How this automation keeps tenants informed
When estimate updates are created but emails and records lag, tenants miss key timing and owners wait on paperwork. This automation watches Airtable incidents, emails owners, updates incident records, and conditionally notifies tenants with the estimate.
Airtableor swap with your favorite app
2.Sends owner estimate emails
Integrate Gmail and email templates to send estimate files to property owners with incident details as the message content.
Gmailor swap with your favorite app
3.Updates incident record status
Integrate Airtable and record management tools to update the incident record with an owner estimate sent status and note.
4.Checks tenant notification flag
Integrate Filter by Zapier and workflow rules to continue only when tenant notification is enabled for the record.
Filter by Zapieror swap with your favorite app
5.Sends tenant estimate emails
Integrate Gmail and email templates to notify tenants with a short status and the estimate attachment when present.
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Improve tenant communication with automated message routing, follow-up reminders, and status updates
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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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