1.Monitors new intake emails
Integrate Microsoft Outlook and email routing tools to detect new messages in your configured intake folder and start the workflow.
Create new job report task from incoming emails
Automatically monitor new job intake emails in Microsoft Outlook and filter qualifying messages across Zapier and Asana. Create and update tasks when intake emails match, job details extract correctly, or due dates calculateβso you can protect routing and delivery without manual triage.
How this automation converts intake emails into job tasks
When qualifying job intake emails arrive in the intake folder, delays can stall assignment and downstream reporting. This automation filters messages, parses job details, and creates Asana tasks with due dates and notesβso your team can route work faster.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying job intake emails
Integrate Filter by Zapier and workflow rules to continue only for messages that match your intake address or qualifying recipients.
Filter by Zapieror swap with your favorite app
3.Parses job reference and insured name
Integrate Formatter by Zapier and text extraction tools to parse the email subject and map job reference and insured name into task fields.
Formatter by Zapieror swap with your favorite app
4.Formats due date with business days
Integrate Formatter by Zapier and date tools to format the received date and add business days to compute a due date value.
5.Creates Asana job report task
Integrate Asana and task management to create a task with due date, task notes, and the configured owner and followers.
Asanaor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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