Skip to content
Templates
Create claim intake items from new shared folder files

Create claim intake items from new shared folder files

Your claim PDFs in the shared folder lack structured metadata, causing manual lookup and assessment delays. The flow creates standardized claim items so your team can triage same day.

Create claim intake items from new shared folder files

Workflow preview:

Zap details:

Overview

When claim PDFs pile into a shared folder, intake stalls and triage waits on manual parsing. This flow converts each incoming file into a structured intake item so claims coordinators can start work same day and reduce backlog.

Create claim intake items from new shared folder files