1.Monitors funded record updates
Integrate monday.com and automation rules to detect funded record column changes and start the onboarding email flow.
Send welcome and funding details to borrower after closing
Automatically monitor funded record updates across monday.com and automate borrower onboarding emails with Gmail and file attachments from Google Drive. Send welcome and funding details when funding status updates, loan column changes, or qualifying records appearβso you can look up account managers, attach resources, and email borrowers without manual outreach.
How this automation accelerates borrower onboarding
When a funded record update happens in monday.com, slow communication can stall onboarding. This automation filters qualifying borrowers, finds account manager contacts, locates the resource PDF, and sends a branded welcome emailβso your team keeps momentum without manual outreach.
monday.comor swap with your favorite app
2.Filters qualifying borrower records
Integrate Filter and data validation tools to continue only when recipient email exists and loan criteria match.
Filter by Zapieror swap with your favorite app
3.Finds the account manager
Integrate Zapier Tables and record lookup tools to find an account manager by the person column and create a placeholder on miss.
Zapier Tablesor swap with your favorite app
4.Locates the borrower resource PDF
Integrate Google Drive and file search tools to find the configured borrower resource PDF and map it to the attachment.
Google Driveor swap with your favorite app
5.Sends the welcome email
Integrate Gmail and email templates to send welcome and funding details, add account manager contact info, and attach the PDF when available.
Gmailor swap with your favorite app
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