Add inspection label and comment to workflow card
Add inspection label and comment to workflow card
Your inspection spreadsheet updates don't tag claim cards, leaving handlers without vehicle or thread context. They are labeled and noted automatically so handlers can move cases forward same day.
Workflow preview:
Zap details:
Overview
When onsite inspections recorded in your sheet aren't reflected in the claim workflow, handlers lack vehicle context and cases stall. This flow tags and annotates the claim card automatically so your team receives the needed context and can progress claims same day.