1.Detects incoming invoice PDF
Integrate Sub-Zap by Zapier and automation routing tools to catch the invoice PDF trigger to start extraction work.
Create invoice task and record with AI-extracted data
Automatically detect incoming invoice PDFs across Sub-Zap by Zapier and pdfFiller and Google Drive. Create and update when invoice fields extract and task creation completes and records auditβso you can create AP tasks, log invoice records, and share documents without manual paperwork.
How this automation speeds up invoice processing
When incoming invoice PDFs arrive, delays can stall AP work and create backlogs. This automation extracts invoice fields and creates Asana tasks and Zapier Tables recordsβso your team can process invoices without manual data entry.
Sub-Zap by Zapieror swap with your favorite app
2.Uploads and templates the PDF
Integrate pdfFiller and document workflows to upload the invoice PDF to the configured folder and to store a share URL.
pdfFilleror swap with your favorite app
3.Saves to Drive and extracts OCR
Integrate Google Drive and OCR tools to enable document conversion and to return plain text for parsing.
Google Driveor swap with your favorite app
4.Extracts invoice metadata from text
Integrate ChatGPT (OpenAI) and parsing tools to request supplier and invoice fields and to map the results to parsed fields.
ChatGPT (OpenAI)or swap with your favorite app
5.Creates the processing task in Asana
Integrate Asana and task management tools to create a processing task with notes and assignees and a due date.
Asanaor swap with your favorite app
6.Creates an audit record in Zapier Tables
Integrate Zapier Tables and record tracking tools to create a new invoice record with parsed fields and the Asana task ID.
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
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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