1.Detects new spreadsheet row
Integrate Google Sheets and spreadsheet automation tools to detect new bill rows for processing.
Create renamed bill copy and move original to archive
Automatically monitor new bill rows across Google Sheets and Google Drive. Create and update when a parsed bill row is added, a matching Drive file exists, or files remain in the intake areaβso you can copy bills, archive originals, and keep folders ready for bookkeeping without manual organizing.
How this automation archives your bills correctly
When new bill rows land in an intake sheet, delays can slow bookkeeping and cause files to stay misfiled. This automation filters qualifying rows, finds the correct Drive file, then copies bills and moves originals to processed foldersβso your team can prepare records fast.
Google Sheetsor swap with your favorite app
2.Continues only for parsed bills
Integrate Filter by Zapier to check the parsed-bill indicator and continue only for matching entries.
Filter by Zapieror swap with your favorite app
3.Finds file by title
Integrate Google Drive and search tools to look up the first matching file ID by the row title.
Google Driveor swap with your favorite app
4.Copies the bill file
Integrate Google Drive and file management to copy the found file and name it from the row.
5.Moves the original to archive
Integrate Google Drive and file management to move the original into the processed folder to remove it from intake.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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