Email Parsing
Application notifications become structured candidate data without manual copying.
As Summit Build Co. scaled renovation, carpentry, and roofing, recruitment screening and quote requests created crushing admin load. shmai connected both workflows - without replacing the tools the team already used.
More job applications and quote requests were positive signs - but the admin infrastructure couldn't keep up. Applications required manual email review, data copying, and individual questionnaire sends. Quote inquiries needed repeated entry across spreadsheets, Asana, and MailerLite.
shmai built two parallel automation pipelines that capture information at the source and distribute it to every downstream system - eliminating several hours of manual work each week while preserving human review for hiring and quoting decisions.
Email parsing, screening questionnaires, quote distribution, and lead nurture - the four handoffs that were eating the most office time.
Application notifications become structured candidate data without manual copying.
Questionnaires and reminders route applicants through consistent first-stage review.
Inquiries auto-populate Sheets, create Asana tasks, and add MailerLite contacts.
Scheduled follow-ups and DNC suppression keep outreach consistent and compliant.
Hiring and quoting ran as two disconnected processes. We mapped each one end to end, then connected them through Zapier so applications and inquiries move without extra data entry.
Summit Build Co. kept Gmail, Sheets, Asana, MailerLite, and Google Forms. Zapier became the orchestration layer - no rip-and-replace, just connected handoffs.
Faster screening, faster quote processing, and capacity for growth without admin bottlenecks.
See how the same connected-workflow approach helped teams in wedding services, cleaning, and digital product fulfillment.
If applications and quote requests still get copied between Gmail, Sheets, and Asana, we'll map the process and connect the tools you already use.