1.Watch for new intake PDFs
Integrate Google Drive and document intake tools to pass file name and link for downstream parsing to structure prospect data.
Create prospect records and folders from profile PDFs
Automatically detect new profile PDF files in Google Drive intake folders and route them across Google Drive, Formatter by Zapier, Notion, and Discord. Create and update prospect records and folders when PDF uploads arrive, filenames include a profile identifier, or metadata extracts a dateβso you can normalize fields, create records, and notify the team without manual data entry.
How this automation creates prospect records
When new profile PDFs land in your intake folder, review work piles up and fields get mistyped. This automation parses filenames, creates Notion prospect records and Google Drive folders, and alerts your teamβso you can onboard leads faster.
Google Driveor swap with your favorite app
2.Split filename into prospect fields
Integrate Formatter by Zapier and text utilities to normalize filename segments and map them to prospect record fields to extract profile details.
Formatter by Zapieror swap with your favorite app
3.Normalize dates for records
Integrate Formatter by Zapier and date formatter tools to convert extracted dates into YYYY-MM-DD to standardize the record date.
4.Create prospect record in Notion
Integrate Notion and CRM record management tools to create a prospect database item and store the Drive link to track lead info.
Notionor swap with your favorite app
5.Create prospect folder tree
Integrate Google Drive and folder templates to create prospect folders and starter subfolders under a parent to organize assets.
6.Send review alert in Discord
Integrate Discord and team messaging tools to post an alert with record links and extracted details to start immediate review.
Discordor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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