1.Detect labeled incoming email
Integrate Gmail and email filters to extract attachments and capture the qualifying message details to trigger downstream processing.
Create dated court attachment file and spreadsheet report
Automatically monitor new email in configured label or matching search across Gmail and Google Drive. Create and update dated attachment files and a ready Google Sheet when labeled messages arrive, matching search hits, or attachments include evidenceβso you can accelerate review and avoid manual document sorting.
How this automation accelerates evidence readiness
When new email in configured label or matching search arrives, evidence can stall while a team formats dates and places attachments manually. This automation formats dates and extracts attachments, creates dated files, and finds or updates the Google Sheet datasetβso your team can review faster.
Gmailor swap with your favorite app
2.Formats the message date
Integrate Formatter by Zapier and data formatting tools to convert message date into a formatted date string to standardize filenames.
Formatter by Zapieror swap with your favorite app
3.Extracts attachments from email
Integrate Gmail and attachment extraction tools to pull all attachments from the triggering message to build file payloads.
4.Creates dated file in Drive
Integrate Google Drive and shared storage to upload attachments to a shared folder to save evidence with consistent naming.
Google Driveor swap with your favorite app
5.Finds or creates worksheet
Integrate Google Sheets and spreadsheet mapping to locate the worksheet in a mapping sheet or create a new sheet to keep reports organized.
Google Sheetsor swap with your favorite app
6.Adds headers and updates rows
Integrate Google Sheets and spreadsheet formulas to add standard header columns and insert case reference and Date Run values to update the dataset.
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Explore all document collection & review automations
Accelerate document review workflows with automated file intake, review routing, and status tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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