1.Monitor new attachment in labeled message
Integrate Gmail and email inbox labeling tools to watch for new labeled attachments and route invoice PDFs for processing.
Create invoice receipting tasks from email PDF attachments
Automatically monitor new attachment arrivals in Gmail labeled messages across Gmail and monday.com. Create and update when labeled attachments arrive, PDF files land in inbox, or invoice dates map from messageβso you can create receipting items, set receipting stages, and store PDFs without manual data entry.
How this automation organizes invoice receipting
When new attachment arrives on a configured label, missing files can stall billing and create rework. This automation converts invoice PDFs into monday.com receipting items and uploads each original fileβso your team has one actionable record to process.
Gmailor swap with your favorite app
2.Skip non PDF attachments
Integrate Filter by Zapier and PDF file filters to continue only when the attachment is a PDF and skip other files.
Filter by Zapieror swap with your favorite app
3.Create receipting board item
Integrate monday.com and finance boards to create an item and map subject and source fields into item columns.
monday.comor swap with your favorite app
4.Upload invoice PDF to item
Integrate monday.com and document storage to attach the original PDF to the created item so billing stays traceable.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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