1.Monitors new request records
Integrate Airtable, data capture tools, and request tables to read submission fields and start the letter workflow
Create employment reference letters and send to consultant
Automatically detect new reference requests across Airtable, ChatGPT (OpenAI), Google Drive, Google Docs, and Gmail. Create and update reviewer-ready reference letters when submissions arrive or documents are generated or emails are sentβso you can speed approvals, reduce revisions, and keep records tidy without manual paperwork.
How this automation accelerates consultant review of reference letters
When new reference requests land unprocessed, delays can slow approvals and increase revision cycles. This automation generates letter content, creates the document in the right folder, and sends it to the consultant with an attachmentβso your team keeps work moving.
Airtableor swap with your favorite app
2.Generates reference letter content
Integrate ChatGPT (OpenAI), prompt templates, and document drafting to generate intro, duties bullets, and a closing paragraph
ChatGPT (OpenAI)or swap with your favorite app
3.Creates per-applicant folder
Integrate Google Drive, folder management tools, and ID lookups to create or find the right applicant folder
Google Driveor swap with your favorite app
4.Creates letter from template
Integrate Google Docs, template placeholders, and export settings to create the doc and populate mapped fields
Google Docsor swap with your favorite app
5.Sends email with attachment
Integrate Gmail, shared mailbox workflows, and attachment tools to send the document link and checklist to the reviewer
Gmailor swap with your favorite app
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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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