1.Detect new compliance email
Integrate Microsoft Outlook and email monitoring tools to detect new compliance payment RFI emails.
Create payment RFI draft and log ticket for clients
Automatically monitor new emails in your configured compliance mailbox across Microsoft Outlook, ChatGPT (OpenAI), HubSpot, and Zapier Tables. Create and update RFI drafts and log tickets when transaction references appear, amounts and currencies are provided, or deadlines are mentioned—so you can enrich, draft, and notify without manual follow-up.
How this automation accelerates your RFI follow-up
When a new payment RFI email arrives in a configured compliance mailbox, delays can block client responses. This automation extracts payment details, enriches account and contacts, then creates an RFI draft, logs a ticket, and notifies the owner—so your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Extract structured payment details
Integrate ChatGPT (OpenAI) and parsing tools to extract transaction reference, amount and currency, requests, and deadline text.
ChatGPT (OpenAI)or swap with your favorite app
3.Enrich payment data via API lookup
Integrate Code by Zapier and data enrichment tools to enrich payment data via API lookup and retrieve account and contact summary.
Code by Zapieror swap with your favorite app
4.Find company and contact owner
Integrate HubSpot and CRM lookup tools to find the company and contact owner by account id for owner review.
HubSpotor swap with your favorite app
5.Create RFI draft email
Integrate Microsoft Outlook and email templating tools to create a client-facing RFI draft with requests and transaction reference.
6.Log RFI and notify owner in Teams
Integrate Zapier Tables and Microsoft Teams to create an RFI log record and send an owner notification for review.
Microsoft Teamsor swap with your favorite app
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