1.Monitors new email attachment
Integrate Microsoft Office 365 and email routing tools to capture the attached CSV and sender metadata for import.
Create or update employee roster from incoming CSV files
Automatically monitor new email attachments across Microsoft Office 365 and workforce apps. Create and update roster records when CSV attachments arrive, new-hire rows appear, or required fields validateβso you can update rosters, import row-level changes, and email completion without manual roster updates.
How this automation updates your employee roster fast
When CSV attachments land in email, delays can leave rosters outdated and hiring records inconsistent. This automation parses CSV attachments, loops row data, and updates your Zapier Tables rosterβso your team can process imports accurately and promptly.
Microsoft Office 365or swap with your favorite app
2.Imports CSV line items
Integrate Formatter by Zapier and CSV parsing tools to import the attachment and output mapped line items.
Formatter by Zapieror swap with your favorite app
3.Iterates through roster rows
Integrate Looping by Zapier and data mapping tools to iterate rows and map columns to loop fields.
Looping by Zapieror swap with your favorite app
4.Upserts roster records
Integrate Zapier Tables and database tools to find by employee identifier, then update or create roster records.
Zapier Tablesor swap with your favorite app
5.Sends completion email
Integrate Microsoft Office 365 and email notification tools to send success or error details to the sender.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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