1.Processes categorized email entity
Integrate V7 Go, email categorization tools, and extraction systems to detect completed entities and route the message content.
Create bookkeeping and contract records from incoming emails
Automatically turn categorized invoice and contract emails into PDFs across Gmail, PDF.co, Google Drive, and Notion. Create and link bookkeeping and contract records when completed entity is categorizedβso you can store files, populate entries, and start extraction without manual paperwork.
How this automation creates bookkeeping records
When a categorized invoice or contract email arrives, delays can leave files and records scattered across inboxes and drives. This automation fetches email content, converts it to PDFs when needed, uploads files, and creates and links database itemsβso your team can update bookkeeping fast.
V7 Goor swap with your favorite app
2.Finds message HTML in Gmail
Integrate Gmail and inbox processing tools to fetch message HTML when the trigger shows no attachment.
Gmailor swap with your favorite app
3.Converts message HTML to PDF
Integrate PDF.co and document processing tools to convert fetched message HTML into a PDF with the right output name.
PDF.coor swap with your favorite app
4.Uploads PDF or attachment to Drive
Integrate Google Drive and file storage workflows to upload or move PDFs or original attachments into invoices and contracts folders.
Google Driveor swap with your favorite app
5.Creates bookkeeping or contract record
Integrate Notion and database tools to create a database item and store the Drive link plus email subject and body.
Notionor swap with your favorite app
6.Links files and record to extraction task
Integrate V7 Go and extraction workspaces to push a new entity linking the Drive file and the created database item.
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