1.Monitors CSV export emails
Integrate Gmail and email attachment parsing to pull the CSV attachment and trigger due diligence parsing workflows.
Create due diligence reports from emailed CSV attachments
Automatically monitor CSV attachment emails across Gmail for due diligence line items. Create and update reports and append audit notes when CSV export emails arrive, attachments include has-report flags, or report types match rulesβso you can protect screening coverage without manual follow-up.
How this automation accelerates screening reports
When a CSV export email arrives with an attachment, delays can leave qualified rows unscreened. This automation parses line items and runs qualification logic and calls your screening APIβso your team can approve coverage with traceable notes.
Gmailor swap with your favorite app
2.Parses CSV into line items
Integrate Formatter by Zapier and csv import tools to extract external id, report type, and address fields for screening.
Formatter by Zapieror swap with your favorite app
3.Creates or reruns screening reports
Integrate Code by Zapier and screening API to filter qualifying rows and create or re-run reports and post merchant notes.
Code by Zapieror swap with your favorite app
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Accelerate deal reviews with automated document collection, request tracking, and issue alerts
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