1.Catches new vendor email
Integrate Email Parser by Zapier and email parsing tools to capture the PDF attachment and raw email body for invoice intake.
Create invoice processing task from vendor email attachment
Automatically monitor new vendor email arrivals across Email Parser by Zapier and PDF.co. Create and update invoice processing items when invoice PDFs land, so you can parse details, route work to review, and attach source files without manual paperwork.
How this automation accelerates invoice triage your billing queue
When vendor invoice PDFs land in email, delays in triage can stall approvals and billing. This automation parses invoice details and creates invoice items and attachments in monday.comβso your team can move invoices to review without chasing files.
Email Parser by Zapieror swap with your favorite app
2.Parses attached PDF fields
Integrate PDF.co and document extraction tools to parse the invoice number, tracking fields, vendor, and totals from the attachment.
PDF.coor swap with your favorite app
3.Creates invoice item
Integrate monday.com and workflow boards to create a new invoices item and map invoice details for review status.
monday.comor swap with your favorite app
4.Uploads original PDF
Integrate monday.com and file attachment tools to attach the original PDF to the new item with an invoice id filename.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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