1.Detect new email attachments
Integrate Gmail and inbox processing to capture qualifying invoice attachments and attachment payloads into your automation.
Save invoice attachments to monthly shared folders by year
Automatically capture invoice attachments across Gmail and file them in Google Drive. Create year and month folders and upload the invoice PDF when invoice attachments arrive, invoice keyword match triggers, or attachment filenames include invoice termsβso you can archive consistently, find files faster, and avoid manual archiving.
How this automation protects your invoice archive
When new attachments arrive in Gmail, delays can scatter invoice PDFs across inboxes and folders. This automation captures qualifying attachments and formats the date and then creates year and month folders and uploads the filesβso your team can retrieve invoices fast.
Gmailor swap with your favorite app
2.Format the message date
Integrate Formatter by Zapier and date parsing to map the message date into a year and month code for foldering.
Formatter by Zapieror swap with your favorite app
3.Find or create year folder
Integrate Google Drive and folder organization to match formatted year and find or create the year folder under your parent.
Google Driveor swap with your favorite app
4.Find or create month folder
Integrate Google Drive and folder organization to match formatted month and find or create the month folder inside the year folder.
5.Upload invoice file to Drive
Integrate Google Drive and file upload to upload the attachment, name it from the email subject, and save it to the month folder.
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