1.Detects new vendor email
Integrate Gmail and email inbox tools to capture subject, body, and attachments to parse invoice data.
Create invoice approval record from incoming vendor email
Automatically detect incoming vendor emails across Gmail and parse invoice fields with AI by Zapier and Zapier Tables. This automation creates a pending invoice approval record and notifies the right approver when approved-vendor checks pass, or sends an unapproved-vendor alertβso you can cut invoice follow-up without manual reporting.
How this automation speeds up invoice approvals
When a vendor email arrives with invoice details, delays can stall payments and create costly follow-up. This automation parses invoice fields and creates pending approval records and routes email notificationsβso your team can approve invoices faster.
Gmailor swap with your favorite app
2.Parses invoice fields
Integrate AI by Zapier and parsing tools to extract invoice number, vendor, amount, and date to structure outputs.
AI by Zapieror swap with your favorite app
3.Checks approved vendor match
Integrate Filter by Zapier and vendor matching rules to continue only for approved vendors to gate record creation.
Filter by Zapieror swap with your favorite app
4.Creates pending approval record
Integrate Zapier Tables and database tools to create table rows with invoice fields to track approval status.
Zapier Tablesor swap with your favorite app
5.Email-notifies the approver
Integrate Gmail and notification tools to send approver emails with a table link to confirm assignment.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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