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Help automating tasks.

UpworkUSNot specifiedintermediate
Microsoft AzureOffice 365Microsoft OutlookMicrosoft SharePoint AdministrationDatabaseJSON APIAPI IntegrationAPIMicrosoft Power AutomateAzure App ServiceAutomationMicrosoft SharePoint DesignerMicrosoft Dynamics 365Microsoft PowerAppsMicrosoft Teams
My name is Eduardo. I run a mortgage business. I need to automate some tasks that a time killers. When I pre-approve a client, I ask them for their financials. I need to automate this. I need the system to recognize and email, create a profile in my sharedrive, name it, create sub-folder and then organize the docs. The attachments need to be labeled. The system needs to automatically convert pics to pdfs. may clients send me pics. that doesn't work. i need the attachments converted to pdf. my dream is that the system can check off a check list, and then send an auto email to the client for missing docs. perhaps after a wait day. Do you know GoHigh Level? its a CRM. i have a separate project. I have an AI assistant that helps me fill out a form . . . a loan application actually. I need the AI to fill out the form, and some how send a trigger via Zapier . . .and then it Zaps the loan application to my loan origination system.
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