1.Monitors new invoice email
Integrate Gmail and email capture tools to detect invoice related messages and map sender and processing dates.
Create invoice approval task with invoice and link
Automatically monitor invoice email arrivals across Gmail and extract invoice data across Google AI Studio (Gemini). Create approval tasks in Wrike and store each attachment in Google Driveβso you can speed reviews, reduce missing files, and avoid manual tracking without paperwork.
How this automation speeds invoice approvals
When invoice emails arrive without a structured workflow, approvals stall and approvers lack the right files. This automation monitors Gmail, uploads attachments to Google Drive, parses invoice fields with AI, and creates Wrike approval tasksβso your team can review faster.
Gmailor swap with your favorite app
2.Iterates qualifying attachments
Integrate Looping by Zapier, document handling tools, and file type rules to iterate each attachment and filter by allowed formats.
Looping by Zapieror swap with your favorite app
3.Uploads attachment to dated folder
Integrate Google Drive and storage folder tools to create year month day folders and upload the attachment file link.
Google Driveor swap with your favorite app
4.Parses invoice using AI
Integrate Google AI Studio (Gemini) and AI parsing tools to extract vendor and invoice fields from the uploaded file.
Google AI Studio (Gemini)or swap with your favorite app
5.Creates approval task in Wrike
Integrate Wrike and approval workflow tools to create the approval task with the stored file link and parsed metadata.
Wrikeor swap with your favorite app
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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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