1.Detect new supplier email with attachments
Integrate Microsoft Outlook and email routing tools to detect incoming messages with attachments and map email metadata to a new workflow event.
Create invoice records from supplier emails for billing
Automatically monitor new supplier emails with attachments across Microsoft Outlook and file storage apps. Automatically create and update invoice records when supplier email arrives, attachments included, or invoice keywords appearβso you can upload files, log payables, and notify billing without manual triage.
How this automation streamlines your invoice intake
When new supplier emails arrive with attachments, delays can stall billing and lead to missed payment timing. This automation filters qualifying messages, uploads invoice files, creates invoice records in Notion, and alerts billing for faster triageβso your team can schedule payments sooner.
Microsoft Outlookor swap with your favorite app
2.Filters invoice related emails
Integrate Filter by Zapier and keyword matching tools to continue only when attachments exist and invoice keywords appear in the message.
Filter by Zapieror swap with your favorite app
3.Uploads invoice attachment file
Integrate Google Drive and document storage systems to upload attachments and return a share link for the stored invoice file.
Google Driveor swap with your favorite app
4.Creates invoice database record
Integrate Notion and record management tools to create a new invoice item with status set to New Invoice (Not Yet Processed).
Notionor swap with your favorite app
5.Sends billing triage alert
Integrate Slack and team messaging tools to post a summary with the Notion record link and attachment link for triage.
Slackor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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