1.Detect new file in folder
Integrate OneDrive to detect new invoice PDFs for converting into structured data and file naming.
Create invoice records and rename files for payables
Automatically detect new invoice PDFs in OneDrive and extract structured fields for payables. Create and update finance records and rename files so your team can process invoices without manual retyping.
How this automation creates consistent payables records
When new invoice PDFs land in your OneDrive folder, delays can stall invoice posting and cause avoidable rework. This automation converts PDFs to text, extracts invoice fields, looks up client codes, renames files, and creates Airtable recordsβso your team can post faster.
OneDriveor swap with your favorite app
2.Convert PDF to text
Integrate PDF.co to convert PDF binary into document text for OCR output and extraction.
PDF.coor swap with your favorite app
3.Extract invoice fields
Integrate ChatGPT (OpenAI) to extract invoice number, totals, currency, and dates to prepare finance record fields.
ChatGPT (OpenAI)or swap with your favorite app
4.Lookup client code
Integrate Microsoft Excel to find the matching client row and return a client code for the filename.
Microsoft Excelor swap with your favorite app
5.Fallback group profile lookup
Integrate Toogo to find client profile data when the Microsoft Excel lookup is missing.
Toogoor swap with your favorite app
6.Rename and move file
Integrate OneDrive to rename the file using the constructed naming date and save it to your payables folder.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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