1.Monitors new email matching search
Integrate Gmail and email matching rules to detect qualifying visit and document requests to trigger intake parsing.
Create intake records from inbound visit request emails
Automatically monitor visit and document request emails across Gmail and Google Chat. Get intake records created when visit request emails arrive, document request emails arrive, or subject patterns match — so you can parse details, log them in one sheet, and alert coordinators without manual triage.
How this automation creates intake records from requests
When a visit or document request email matches your search, delays can stall coordination and slow responses. This automation monitors inbox messages and uses JavaScript to parse details, then creates a Google Sheets row and sends a one line Google Chat alert—so your team can respond fast.
Gmailor swap with your favorite app
2.Runs JavaScript to parse email
Integrate Code by Zapier and parsing logic to convert subject and body into structured fields to extract inquiry details.
Code by Zapieror swap with your favorite app
3.Creates spreadsheet row for intake
Integrate Google Sheets and data mapping to write parsed timestamps and contact fields into one intake row.
Google Sheetsor swap with your favorite app
4.Sends message to intake channel
Integrate Google Chat and team alerts to post a one line summary with a sheet link to speed triage.
Google Chator swap with your favorite app
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