1.Starts a sub-Zap call
Integrate Sub-Zap by Zapier and file matching workflows to locate candidate PDFs for the given folder and date.
Create caucion records from securities PDF batch for date
Automatically start a sub-Zap call to locate candidate PDF files across Sub-Zap by Zapier, Google Drive, ChatGPT (OpenAI), and Webhooks by Zapier. Create and update when date-specific PDFs are found, extracted JSON is produced, or matches are missing—so you can create caucion records, log processing summaries, and reuse evidence files without manual document processing.
How this automation creates validated caucion records
When date-specific PDF batches require manual review, delays can break downstream caucion record creation. This automation locates candidate PDFs, extracts fields with ChatGPT, creates caucion records, and posts a processing summary—so your team can finish processing faster.
Sub-Zap by Zapieror swap with your favorite app
2.Retrieves PDFs by file IDs
Integrate Google Drive and file attachment handling to retrieve the PDFs and keep original filenames as evidence.
Google Driveor swap with your favorite app
3.Extracts fields into JSON
Integrate ChatGPT (OpenAI) and structured extraction to run extraction and produce validated caucion JSON from the PDFs.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates caucion records
Integrate Sub-Zap by Zapier and record creation workflows to create caucion records from the extracted JSON payload.
5.Posts processing summary
Integrate Webhooks by Zapier and logging endpoints to post the processing summary with counts and extraction status.
Webhooks by Zapieror swap with your favorite app
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