1.Captures incoming message media
Integrate Twilio and messaging routing tools to collect sender phone, timestamps, message text, and media URLs for record inputs.
Create AP records from messaging receipts and invoices
Automatically captures new incoming messages with media across Twilio and storage. Create and update AP records by converting attachments, extracting invoice fields, and uploading files so you can cut manual data entry, review-ready errors, and slow approvals without chasing receipts.
How this automation creates review-ready AP records
When new incoming messages arrive with media, delays can stall AP processing and cause missed invoice details. This automation transcribes and extracts fields and creates AP records and uploads filesβso your team can post faster with fewer data-entry errors.
Twilioor swap with your favorite app
2.Converts audio attachments
Integrate CloudConvert and audio conversion tools to convert media URLs into transcription-ready audio or usable files.
CloudConvertor swap with your favorite app
3.Transcribes and extracts invoice fields
Integrate ChatGPT (OpenAI) and document parsing tools to transcribe audio and extract structured invoice fields from images or PDFs.
ChatGPT (OpenAI)or swap with your favorite app
4.Uploads originals and converted files
Integrate Google Drive and file storage tools to upload originals and converted media, returning accessible Drive links.
Google Driveor swap with your favorite app
5.Creates AP table records
Integrate Zapier Tables and invoice workflow tools to create new AP rows using extracted fields, classification, and Drive links.
Zapier Tablesor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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