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Documents, PDF & OCR
Process Real Estate Client Emails and Attachments with OpenAI
On a schedule, it loads yesterday's Gmail messages for accepted-offer ClickUp projects, downloads attachments, has OpenAI classify them and files them in Google Drive.
What it does
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The steps
- Get Projects (Status: Offer Accepted)
- Get Clients Info
- Schedule Trigger
- Project + Client info
- Get Yesterday Emails
- Download Attachments
- Find Folder
- Upload to Drive
- Split Out Attachments
- OpenAI Chat Model
- Extract from File
- Add label
- Has attachment and hasn't been reviewed?
- Update Project Record
18 steps in total.
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