1.Detect supplier email attachments
Integrate Gmail and email attachment parsing to detect supplier emails and pull matching attachments to start the pipeline.
Create searchable delivery PDFs from supplier emails fast
Automatically detect new supplier emails and pull their attachments across Gmail, PDF.co, Formatter by Zapier, and Dropbox. Create and update searchable delivery PDFs when supplier emails arrive, matching attachments appear, or delivery notes landβso you can OCR documents, standardize filenames, and store originals without manual file sorting.
How this automation preserves delivery document retrieval
When supplier delivery notes arrive as attachments, delays can slow downstream lookup and cause missed handoffs. This automation detects incoming emails, converts attachments into searchable PDFs, formats consistent filenames, and uploads both OCR results and originalsβso your team can retrieve documents fast.
Gmailor swap with your favorite app
2.Make PDFs searchable with OCR
Integrate PDF.co and OCR processing to run OCR and output a searchable PDF URL for fast searching.
PDF.coor swap with your favorite app
3.Format the delivery PDF name
Integrate Formatter by Zapier and date formatting to build a consistent filename from the current date and tokens.
Formatter by Zapieror swap with your favorite app
4.Upload searchable PDFs to OCR folder
Integrate Dropbox and file storage to upload the searchable PDF to the configured OCR folder with the formatted name.
Dropboxor swap with your favorite app
5.Upload originals to raw folder
Integrate Dropbox and file storage to upload original attachments to the raw folder as filename with orig suffix.
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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