1.Detect new matching attachments
Integrate Gmail and email inbox search to catch new attachments that match your configured search query.
Create dated invoice PDFs from email attachments to Drive
Automatically extract invoice attachments from emails and normalize filenames across Gmail and Google Drive. Upload dated invoice PDFs, move processed files into the completed folder, and forward a copy for notes and retrievalβso you can avoid manual archiving, filename cleanup, and follow-up emails.
How this automation preserves invoice archives
When new invoice attachments arrive with inconsistent subject and filenames, delays can stall approvals and complicate retrieval. This automation extracts and formats dates, uploads dated PDFs to Google Drive, and moves processed files and forwards a copy to your notes addressβso your archives stay searchable.
Gmailor swap with your favorite app
2.Extracts and formats invoice dates
Integrate Formatter by Zapier and date parsing tools to extract the date from the email subject and attachment filename.
Formatter by Zapieror swap with your favorite app
3.Extracts and normalizes identifiers
Integrate Formatter by Zapier and document parsing to extract invoice or PO tokens and normalize them into short IDs.
4.Uploads dated PDFs with names
Integrate Google Drive and document archiving tools to upload the attachment and save it with a composed filename.
Google Driveor swap with your favorite app
5.Finds and moves processed files
Integrate Google Drive and folder management to search by the uploaded title and move files into your completed folder.
6.Sends an archive copy
Integrate Gmail and email routing to send a message with the Drive file link to your configured notes and archive address.
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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