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Email by Zapier + Google Drive + PDF.co + Formatter by Zapier + Looping by Zapier + Filter by Zapier

Split and parse new invoices in a Google Drive folder using PDF.co and get email notifications

Automate your invoice processing with this intricate Zapier setup. When a new multi-page PDF file lands in a Google Drive folder, it prompts PDF.co to split the file into individual invoices based on text search. Each invoice is then analyzed for specific information through PDF.co's Document Parser. The Zap loops through each split PDF, applying a filter to select invoices meeting certain conditions. Finally, the selected invoices are emailed, streamlining the process of managing and distributing invoice data efficiently and accurately.

Automate your invoice processing with this intricate Zapier setup. When a new multi-page PDF file lands in a Google Drive folder, it prompts PDF.co to split the file into individual invoices based on text search. Each invoice is then analyzed for specific information through PDF.co's Document Parser. The Zap loops through each split PDF, applying a filter to select invoices meeting certain conditions. Finally, the selected invoices are emailed, streamlining the process of managing and distributing invoice data efficiently and accurately.

  1. When this happens...
    Google DriveGoogle Drive
    New File in Folder

    Triggers when a new file is added directly to a specific folder (but not its subfolders).

    TriggerScheduled
  2. automatically do this...
    PDF.coPDF.co
    Split PDF Based on Text Search

    This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
  4. then do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  5. then do this...
    PDF.coPDF.co
    Document Parser

    Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.

    ActionWrite
  6. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  7. then do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
    • FileRequired

    • Convert to Document?

    • File Name

    • Drive

    • Folder

    Action
    Write
    • Drive

    • Parent Folder

    • Folder NameRequired

    Action
    Write
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • Include Deleted

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • FileRequired

    • Convert to Document?

    • File Name

    • File Extension

    • Idempotency Key

    Action
    Write
    • FileRequired

    • Drive

    • FolderRequired

    Action
    Write
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
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Related categories

  • Email
  • Zapier
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pdfco logo
pdfco logo

About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Related categories

filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories