1.Detects new invoice emails
Integrate Gmail, email parsing tools, and inbox rules to detect the incoming message that needs processing.
Create invoice PDFs and file into month folders
Automatically detect new email matching search across Gmail and format invoice dates for year and month folder names. Upload converted PDFs and attachments to transaction folders and notify accounts payable so you can approve invoices without manual inbox sorting.
How this automation accelerates invoice processing
When new email matching search arrives, manual sorting and file naming can delay AP review. This automation formats invoice dates, creates Drive folder structure, converts message HTML to PDFs, uploads files, and notifies your AP inboxβso your team can process invoices faster.
Gmailor swap with your favorite app
2.Generates year and month keys
Integrate Formatter by Zapier and date formatting tools to map the message date to year and year-month strings.
Formatter by Zapieror swap with your favorite app
3.Finds or creates year and month folders
Integrate Google Drive and folder management to find or create year and month subfolders in your accounting drive.
Google Driveor swap with your favorite app
4.Creates transaction folder from message ID
Integrate Google Drive and folder management to create a transaction-level folder under the month folder.
5.Converts email HTML to PDF
Integrate ConvertAPI PDF Tools and PDF conversion tools to convert message body HTML into a message ID named PDF.
ConvertAPI PDF Toolsor swap with your favorite app
6.Uploads package and notifies AP
Integrate Google Drive and Gmail to upload the PDF and attachments, then notify the AP inbox and label the source message.
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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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