1.Detect new file in folder
Integrate OneDrive and storage access tools to detect new utility PDF files and start invoice parsing workflows.
Create invoice records from utility PDFs in shared drive
Automatically monitor new utility PDF files in OneDrive across shared invoice folders. Create structured invoice records when PDFs are detected, parsed fields are extracted, or billing dates are normalizedβso you can review faster and avoid manual entry.
How this automation creates invoice records for faster review
When a new utility PDF appears in your shared invoice folder, delayed review can stall payments and approvals. This automation filters qualifying PDFs, normalizes billing dates, and parses fields into Airtable invoice recordsβso your team can validate without retyping.
OneDriveor swap with your favorite app
2.Continue only for qualifying PDFs
Integrate Filter by Zapier and file validation tools to continue only for PDFs so invoice processing stays clean.
Filter by Zapieror swap with your favorite app
3.Normalize billing date format
Integrate Formatter by Zapier and date formatting tools to format the file created date for billing date mapping.
Formatter by Zapieror swap with your favorite app
4.Parse invoice fields from the PDF
Integrate PDF.co and document parsing tools to extract provider, account reference, billing date, amount, meter number, and usage.
PDF.coor swap with your favorite app
5.Create invoice record in Airtable
Integrate Airtable and attachments tools to create invoice records, store the file URL, and set awaiting review status.
Airtableor 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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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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