1.Monitors new matching emails
Integrate Gmail and email parsing tools to detect PDF attachments that match your configured search criteria.
Extract PDFs from email and store parsed data
Automatically extract PDFs from emails across Gmail and a document parsing setup. Create and update parsed documents when PDF attachments match your searchβso you can extract fields, archive originals, and keep team access current without manual paperwork.
How this automation extracts document fields
When PDF attachments arrive in new matching emails, delays can break document workflows. This automation parses selected PDFs and uploads originals to Google Driveβso your team captures structured fields without manual sorting.
Gmailor swap with your favorite app
2.Selects and maps the PDF payload
Integrate Formatter by Zapier and attachment filtering to keep only application pdf items and map them to one file payload.
Formatter by Zapieror swap with your favorite app
3.Creates a parsed document
Integrate Parseur and document extraction to send the selected PDF payload and produce parsed fields into your Parseur mailbox.
Parseuror swap with your favorite app
4.Uploads the original PDF
Integrate Google Drive and shared folder storage to upload the same selected PDF and set the filename from the source.
Google Driveor swap with your favorite app
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Explore all document processing automations
Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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