1.Detect receipt emails
Integrate Gmail and email processing to detect receipt emails matching your configured search and map PDF attachments for saving.
Save vendor receipt PDFs into month-based archive folders
Automatically detect receipt emails matching your search across Gmail and Google Drive. Create and update when receipt PDFs arrive or sent dates map to a new monthβso you can create month folders, upload invoice PDFs, and standardize file names without manual filing.
How this automation archives receipt PDFs by month
When receipt emails matching your search land in Gmail, delayed filing creates messy archives that are hard to find later. This automation extracts receipt PDFs, formats month labels, and finds or creates Google Drive foldersβso your team can store invoices by month instantly.
Gmailor swap with your favorite app
2.Formats email date to month
Integrate Formatter by Zapier and date parsing to format the mapped email date to a month label for folder naming.
Formatter by Zapieror swap with your favorite app
3.Find or creates month folder
Integrate Google Drive and folder search tools to find the month folder in your parent location or create it when missing.
Google Driveor swap with your favorite app
4.Uploads receipt PDF
Integrate Google Drive and file upload to upload the mapped PDF into the month folder with a standard invoice name.
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