1.Monitors vendor invoice email matches
Integrate Gmail and email parsing tools to detect invoice emails and pass sender, subject, dates, and attachments to the workflow.
Add emailed media invoices to central vendor tracker sheet
Automatically monitor incoming vendor invoice emails across Gmail and Smartsheet. Create and update your central vendor tracker when invoice emails arrive, PDF attachments load, or message IDs matchβso you can find invoice details, attach PDFs, and dedupe entries without manual downloads.
How this automation centralizes vendor invoice records
When vendor invoices arrive by email, missed downloads and duplicate entries slow approvals and billing. This automation monitors invoice emails and creates Smartsheet rows and attaches PDFsβso your team can act on complete invoice packages without chasing attachments.
Gmailor swap with your favorite app
2.Adds row to vendor tracker
Integrate Smartsheet and spreadsheet mapping tools to create a new tracker row and map message metadata to columns.
Smartsheetor swap with your favorite app
3.Attaches invoice PDFs to row
Integrate Smartsheet and attachment handling tools to add all incoming PDF attachments to the created row.
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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