1.Monitor new email in folder
Integrate Microsoft Outlook and email routing to detect new messages in a configured folder and trigger the notice flow.
Send prefilled HRA notice to employee from email
Automatically scan new email messages in a configured Microsoft Outlook folder across Microsoft Outlook, Formatter by Zapier, Airtable, and JotForm. Create and update when qualifying emails arrive or requester emails are present or notices match your folderβso you can format dates, find records, and assign prefilled ICHRA notices without manual lookups.
How this automation assigns prefilled ICHRA notices
When qualifying HRA notice emails arrive but details get handled manually, assignments stall and eligibility dates risk errors. This automation extracts requester emails, looks up employee and employer records, and assigns prefilled ICHRA noticesβso your team can deliver notices fast.
Microsoft Outlookor swap with your favorite app
2.Extract requester email address
Integrate Formatter by Zapier and message parsing to extract the requester email address from the incoming email body for downstream lookup.
Formatter by Zapieror swap with your favorite app
3.Find employee record by email
Integrate Airtable and databases to look up the employee record and map eligibility and effective coverage fields.
Airtableor swap with your favorite app
4.Find client and employer record
Integrate Airtable and benefits data to find the client or employer record and map contribution and eligibility flags.
5.Assign prefilled notice form
Integrate JotForm and form assignment to assign the prefilled ICHRA notice to the extracted email and add an internal note.
Jotformor swap with your favorite app
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