1.Detect new file in folder
Integrate OneDrive and file storage tools to detect new invoice or receipt files arriving for triage.
Create invoice and receipt tasks from new files
Automatically monitor new file in folder events across OneDrive and parse invoice and receipt details. Create and update when invoice files appear, receipt files appear, or new files dropβso you can route records, create tasks, and attach source files without manual triage.
How this automation creates invoice tasks faster
When new invoice or receipt files land in shared folders, delays can stall review and increase follow-ups. This automation watches OneDrive for file arrivals, routes and parses filenames, creates Asana tasks, and attaches the original fileβso your team can triage quickly.
OneDriveor swap with your favorite app
2.Route qualifying filename patterns
Integrate Paths by Zapier and routing rules to filter invoice-like and receipt-like files for continued processing.
Paths by Zapieror swap with your favorite app
3.Parse filename into task title
Integrate Formatter by Zapier and text extraction tools to parse filename segments into a concise task name.
Formatter by Zapieror swap with your favorite app
4.Create Asana task with details
Integrate Asana and task management to create finance tasks with notes, assignee, due date, and placement.
Asanaor swap with your favorite app
5.Wait before attaching file
Integrate Delay by Zapier and workflow timing tools to pause briefly before attaching the original document.
Delay by Zapieror swap with your favorite app
6.Attach OneDrive file to task
Integrate Asana and attachment handling to attach the original OneDrive file to the new task.
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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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Step 1
Connect your tools
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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
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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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