Extract 10 fields from a Closing Disclosure PDF and generate an Outlook email draft.
npx skills add https://github.com/AStyer8345/loanos --skill final-cd-email
Please help me install this Agent Skill. Skill: final-cd-email Source: https://github.com/AStyer8345/loanos/tree/main/skills/user/final-cd-email Command: npx skills add https://github.com/AStyer8345/loanos --skill final-cd-email
This Skill automates the creation of a personalized Closing Disclosure email draft, saving loan officers significant time and ensuring all critical information is included.
Use the final-cd-email skill to draft the closing email for the attached Closing Disclosure PDF.
High-intent search queries and answers about installing and using this skill.
To automate a Closing Disclosure email, you need a tool that extracts 10 key fields from a CD PDF, populates a pre-built HTML template, and sends the result as an Outlook draft via Zapier. This workflow eliminates manual data entry and template formatting.
PDF data extraction for real estate closing documents works by identifying and pulling 10 specific financial and closing detail fields from the attached Closing Disclosure. The extracted data is then mapped directly into corresponding placeholders within a hardcoded HTML email template.
Yes, you can send Closing Disclosure email drafts to Outlook via Zapier. The automation extracts data from the CD PDF, populates an HTML template, and routes the fully populated draft directly to your Outlook Drafts folder for review before sending.
To set up automated email drafting for loan officers, you need a Zapier connection to Outlook and a finalized Closing Disclosure PDF. You trigger the workflow by saying "Final CD email" and attaching the PDF to extract data and generate the draft.
Limitations of automating Closing Disclosure emails include relying on a hardcoded HTML template rather than dynamic formatting, routing all drafts to a specific Outlook address, and requiring a recognizable phrase like "Final CD email" with an attached PDF to trigger.
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