1.Detects new attachment matching search
Integrate Gmail and email inbox tools to watch for new attachment matching your vendor search, and to capture attachment payload data.
Save vendor attachments to dated shipping folder and log
Automatically capture new attachment matching search across Gmail, Google Drive, Zapier Tables, and Slack. Create and update records when vendor attachments match your search, sender domains qualify, or files arrive in your inboxβso you can file without manual paperwork, log without manual entry, and notify without manual follow-up.
How this automation organizes vendor archives by date
When new attachment matching search arrives, manual filing and tracking can slow retrieval when vendors follow up. This automation filters qualifying files and uploads them to dated folders, then creates a Zapier Tables record and posts a Slack messageβso your team can find vendor attachments fast.
Gmailor swap with your favorite app
2.Filters for qualifying vendor files
Integrate Filter by Zapier and file type rules to continue only for approved PDF, XLS, and DOC attachments and vendor-domain senders.
Filter by Zapieror swap with your favorite app
3.Formats date for folder naming
Integrate Formatter by Zapier and formatting tools to convert the trigger timestamp into a clean YYYY-MM-DD folder title.
Formatter by Zapieror swap with your favorite app
4.Uploads attachment to dated folder
Integrate Google Drive and folder organization tools to find or create the date folder and upload the attachment with a vendor-prefixed filename.
Google Driveor swap with your favorite app
5.Creates shipping record in table
Integrate Zapier Tables and record storage tools to create a shipping table entry with date, vendor identifier, filename, and file link.
Zapier Tablesor swap with your favorite app
6.Posts record summary to Slack
Integrate Slack and team notifications tools to post the record summary and include the uploaded file or link.
Slackor swap with your favorite app
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