1.Detect new scanned letter
Integrate Google Drive and file monitoring tools to watch for qualifying PDFs in a folder to trigger intake automation.
Send scanned seizure letter to operations intake inbox
Automatically detect newly added scanned seizure letters in Google Drive across legal intake workflows. Send messages to the operations intake inbox when scanned letters upload, received dates change, or PDFs appearβso you can attach documents, date the subject, and label them for triage without manual inbox triage.
How this automation routes intake-ready letters to triage faster
When a scanned seizure letter lands in your configured folder, delays can slow intake review. This automation transforms received dates and sends the dated attachment while applying intake tagsβso your team can triage faster.
Google Driveor swap with your favorite app
2.Formats received date field
Integrate Formatter by Zapier and data formatting tools to map metadata dates to a DD-MM-YYYY received date to prepare messaging fields.
Formatter by Zapieror swap with your favorite app
3.Sends dated letter to intake
Integrate Front and message delivery tools to send the scanned file as an attachment with the received date subject to notify operations intake.
Frontor swap with your favorite app
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
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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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