1.Monitors new inbox emails
Integrate Microsoft Outlook and email inbox parsing to detect inbox messages with attachments and map metadata for processing.
Create invoice records from emailed PDFs for AP
Automatically monitor new inbox emails with invoice attachments across Microsoft Outlook, Google Drive, PDF4me, URL Shortener by Zapier, and Zapier Tables. Create and update when vendor invoice PDFs arrive, extracted fields complete, or bill records are loggedβso you can extract metadata, store file links, and record payables without manual intake.
How this automation turns emailed PDFs into payable records
When invoice PDFs sit in inboxes, payables intake slows and key fields get missed. This automation monitors new inbox emails, uploads attachments, extracts invoice data, and creates bills with links and NEW statusβso your team can act faster.
Microsoft Outlookor swap with your favorite app
2.Uploads invoice attachments
Integrate Google Drive and file storage to upload each attachment and return a link for downstream invoice extraction.
Google Driveor swap with your favorite app
3.Extracts invoice data
Integrate PDF4me and invoice extraction tools to convert the uploaded PDF into structured fields like vendor, dates, and totals.
PDF4meor swap with your favorite app
4.Shortens file links
Integrate URL Shortener by Zapier and link management to shorten the Drive file link and produce a shareable URL.
URL Shortener by Zapieror swap with your favorite app
5.Creates bill record
Integrate Zapier Tables and database rows to create a new bills entry with extracted fields, links, and NEW status.
Zapier Tablesor swap with your favorite app
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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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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