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pre-approval-email

Community

Turn pre-approval PDFs into ready emails.

Content & Communication#pdf#email#zapier#outlook#data-extraction#mortgage#pre-approval
AuthorAStyer8345
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Drafts a pre-approval email by extracting fields from a pre-approval letter PDF and populating an Outlook draft via Zapier, saving Adam from manual drafting.

Core Features & Use Cases

  • Extract fields from the pre-approval letter PDF (FIRST_NAME, FULL_NAME, BORROWER_EMAIL, PURCHASE_PRICE, LOAN_AMOUNT, LOAN_TYPE, EXPIRATION_DATE, PROPERTY_TYPE) and prepare data for the email.
  • Populate an HTML email using a templated structure and create a draft in Outlook via Zapier with the exact subject format.
  • Pre-send checklist that ensures correct recipient, attachments, and field accuracy before sending.

Quick Start

Upload a pre-approval letter PDF to automatically draft the Outlook email using the provided template.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: pre-approval-email
Download link: https://github.com/AStyer8345/adam-styer-skills/archive/main.zip#pre-approval-email

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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