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  • Microsoft Outlook logoMicrosoft Outlook logo
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  • fynk logofynk logo
  • Microsoft Outlook logoMicrosoft Outlook logo
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fynk + Microsoft Outlook + AI by Zapier

fynk + Microsoft Outlook + AI by Zapier

Create fynk documents from new Microsoft Outlook PDF attachments and fill in parties with AI by Zapier

Legal inboxes collect countersigned PDFs from every direction, and each one needs a counterparty before anyone can find it again. Let this integration streamline that work for you. AI by Zapier automatically reads the other party's name and address from each new PDF attachment in Microsoft Outlook, and the file is added to fynk with that party filled in. Incoming contracts are filed and searchable without manual data entry.

Note: Choose the mailbox folder for contracts, map the attachment into the AI step, and map the AI name and address to the party fields.

  1. When this happens...
    New Attachment
    New Attachment
    New AttachmentTriggers when there is a new attachment.
  2. automatically do this...
    Analyze and Return Data
    Analyze and Return Data
    Analyze and Return DataSummarize, classify, extract, or generate data; optionally use tools and knowledge sources.
  3. then do this...
    Create Document From PDF
    Create Document From PDF
    Create Document From PDFCreate a new document in fynk from a PDF file.
  4. then do this!
    Update Party of Document
    Update Party of Document
    Update Party of DocumentUpdate a party of a document.
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Discover other triggers and actions you can use with Microsoft Outlook, AI by Zapier, and more

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
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    • Calendar
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Shared Inbox
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About AI by Zapier
Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!
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