1.Detect new email
Integrate Microsoft Office 365 and email parsing to catch incoming staff update emails and start extraction for action summaries.
Send daily staff action summaries to management by email
Automatically monitor new email attachments across Microsoft Office 365. Get daily HTML action summaries when actionable meeting notes are detected, extracted text contains next steps, or staff mapping matchesβso you can triage faster, assign owners, and reduce manual follow-up.
How this automation accelerates staff triage
When new emails arrive with meeting note attachments, delays can stall staff triage. This automation extracts attachment text, generates HTML action tables, and emails management summariesβso your team can respond quickly.
Microsoft Office 365or swap with your favorite app
2.Extract attachment text
Integrate Files By Zapier and document parsing to pull attachment content and extract meeting note text for downstream processing.
Files By Zapieror swap with your favorite app
3.Skip non-actionable messages
Integrate Filter by Zapier and rules logic to continue only for qualifying emails and avoid sending irrelevant summaries.
Filter by Zapieror swap with your favorite app
4.Load template and staff lookup
Integrate Zapier Tables and data lookup to map the prompt template and staff identifiers into structured table inputs.
Zapier Tablesor swap with your favorite app
5.Generate HTML action table
Integrate ChatGPT (OpenAI) and HTML templating to create a per-person action-items table from subject, extracted text, and date.
ChatGPT (OpenAI)or swap with your favorite app
6.Email summary to management
Integrate Microsoft Office 365 and email delivery to send the HTML action table to a configured manager address.
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