1.Detect new intake record
Integrate Airtable and form routing tools to detect new records and load the submission content for processing.
Send intake screening email and attach PDF to record
Automatically detect new intake submissions across Airtable. Automatically create a single intake PDF and email reviewers with the attachmentβso you can route screenings faster, update records automatically, and reduce manual triage without manual follow-up.
How this automation accelerates intake triage
When new intake records appear, delays can stall reviewer decisions and slow case start dates. This automation loads submission details, converts them to a PDF, sends screening emails, and updates the record with the attachmentβso your team can triage without manual follow-up.
Airtableor swap with your favorite app
2.Find record details
Integrate Airtable and data mapping tools to load full intake details and prepare template placeholders.
3.Convert data to intake PDF
Integrate ConvertAPI PDF Tools and document automation tools to generate a single intake PDF and return a PDF file URL.
ConvertAPI PDF Toolsor swap with your favorite app
4.Send screening alert email
Integrate Microsoft Outlook and email routing tools to email reviewers with the PDF attachment and mapped intake details.
Microsoft Outlookor swap with your favorite app
5.Attach PDF to record
Integrate Airtable and record update tools to store the PDF URL in the attachment field and mark the record as notified.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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