1.Monitor vendor-labeled email attachments
Integrate Gmail and email parsing tools to detect matching vendor-labeled emails and to capture invoice attachments.
Create invoice rows and payment tasks from vendor email
Automatically monitor vendor-labeled email arrivals across Gmail, PDF.co, Google Sheets, Google Drive, and ClickUp. Create invoice rows and payment tasks when vendor-labeled emails arrive, invoice attachments are included, or invoice reference fields parseβso you can extract data, file invoices, and assign AP follow-up without manual data entry.
How this automation accelerates invoice review in AP
When vendor-labeled invoice emails arrive, manual extraction and routing can delay review and payments. This automation parses invoice attachments and records fields in your worksheet, saves files to Drive, and creates ClickUp tasksβso your team can act on invoices faster.
Gmailor swap with your favorite app
2.Extract invoice fields from attachments
Integrate PDF.co and document parsing tools to extract invoice number, vendor, dates, totals, and line items.
PDF.coor swap with your favorite app
3.Create invoice worksheet row
Integrate Google Sheets and accounting worksheets to map parsed attributes into the right invoice columns.
Google Sheetsor swap with your favorite app
4.Upload invoice attachment to Drive
Integrate Google Drive and file storage workflows to upload the original invoice and name it by invoice number.
Google Driveor swap with your favorite app
5.Create AP review task with Drive link
Integrate ClickUp and task management to create an AP task, include the Drive link, and assign follow-up ownership.
ClickUpor 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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