1.Detect new PDF attachment
Integrate Gmail and email inbox tools to catch new PDF attachments and trigger invoice processing.
Create invoice processing tasks from incoming email PDFs
Automatically capture invoice PDFs from new email attachments across Gmail and Google Drive. Create and update when invoice PDFs attach, invoice emails qualify, or attachments match PDF criteriaβso you can upload files, create billing review tasks, and label processed messages without manual reprocessing.
How this automation creates billing review tasks
When invoice PDFs arrive in email inboxes, delays can stall payment cycles. This automation formats dates, calculates due dates, uploads PDFs to Google Drive, creates Asana tasks, and labels emails in Gmailβso your team can act on every invoice fast.
Gmailor swap with your favorite app
2.Formats filename date
Integrate Formatter by Zapier and data formatting tools to map the trigger timestamp into a YYYY-MM-DD filename date.
Formatter by Zapieror swap with your favorite app
3.Calculates due date
Integrate Formatter by Zapier and date tools to add configured lead time to the formatted date and output a due date.
4.Uploads and links invoice PDF
Integrate Google Drive and document storage tools to upload the PDF with the new name and save it in a folder.
Google Driveor swap with your favorite app
5.Creates billing review task
Integrate Asana and task management tools to create a billing review task with due date, assignee, and notes.
Asanaor swap with your favorite app
6.Adds processed label
Integrate Gmail and email workflow tools to apply a processed label so invoices do not get reprocessed.
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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
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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