The client, a US-based claims processing firm, needed to automate the generation of regulatory and diagnostic reports from multi-entry Jotform submissions.

The solution involved a Zapier-triggered flow: after form submission, GPT (via API) processed each entry, cross-referenced a master Google Sheet for regulatory details, produced structured outputs, and auto-filled report templates. Reports were then distributed to the right team members instantly.

Advanced prompt engineering ensured GPT delivered consistent, structured outputs. This drastically improved operational efficiency, reducing manual processing time from days to minutes.

Features & Results (Detail Page)

• Features:

  • Jotform → Zapier → GPT API pipeline

  • Automated regulatory detail cross-referencing in Google Sheets

  • Dynamic report template generation

  • Email delivery to the right team members

• Results:

  • Reports generated in minutes instead of days

  • Thousands of staff hours saved monthly

  • Consistent, accurate, and regulatory-compliant outputs

  • Scalable process supporting large batch workloads