1.Captures new payroll PDF submission
Integrate Paperform and form capture tools to capture the submission and map the attached payroll PDF URL to source file input.
Create formatted payroll journal rows from PDF summaries
Automatically monitor new payroll PDF submissions across Paperform. Create and update dated worksheet rows when payroll PDFs are attached, totals are extracted, or period end dates are parsedβso you can generate journal lines, store source files, and update worksheets without manual formatting.
How this automation accelerates payroll-ready journal entries
When a new payroll PDF submission comes in, delays can slow close and increase rework. This automation captures the submission, converts and extracts totals, uploads files, and updates dated worksheet journal rowsβso your team can post with confidence.
Paperformor swap with your favorite app
2.Converts PDF to XLSX
Integrate PDF.co and conversion workflows to convert the captured file URL into an XLSX temporary output for downstream processing.
PDF.coor swap with your favorite app
3.Extracts structured payroll data
Integrate ChatGPT (OpenAI) and parsing helpers to extract structured JSON fields like descriptions, types, values, and period end date.
ChatGPT (OpenAI)or swap with your favorite app
4.Uploads converted payroll file
Integrate Google Drive and file storage to save the converted spreadsheet to the payroll folder and return the stored file ID.
Google Driveor swap with your favorite app
5.Creates dated worksheet rows
Integrate Sub-Zap by Zapier and Google Sheets to copy the dated template worksheet and add new journal rows from parsed fields.
Google Sheetsor swap with your favorite app
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