1.Detect new vendor email in folder
Integrate Microsoft Outlook, email inbox tools, and routing rules to watch for new AP inbox emails and trigger invoice processing.
Create named invoice PDFs in shared payable folders
Automatically convert vendor emails into consistently named invoice PDFs across Microsoft Outlook, Google Sheets, Formatter by Zapier, PDF.co, and Dropbox. Create and update payable-ready PDFs when PDF attachment missing, invoice metadata extracted, or vendor lookup failsβso you can standardize file naming, upload to shared folders, and speed up invoice coding without manual paperwork.
How this automation accelerates invoice coding
When new vendor emails land in your AP inbox, invoices can get misfiled and coding falls behind. This automation finds vendor details, generates or reuses invoice PDFs, and uploads them to shared payable foldersβso your team can find invoices faster.
Microsoft Outlookor swap with your favorite app
2.Lookup vendor row by sender email
Integrate Google Sheets, spreadsheet data, and lookup tables to find the vendor row and map sender email to vendor info.
Google Sheetsor swap with your favorite app
3.Consolidate attachment names for file naming
Integrate Formatter by Zapier and document formatting tools to consolidate attachment names and detect whether a PDF is attached.
Formatter by Zapieror swap with your favorite app
4.Parse invoice number from subject and body
Integrate Sub-Zap by Zapier, email parsing tools, and metadata extraction to return invoice number and naming metadata.
Sub-Zap by Zapieror swap with your favorite app
5.Convert email content to PDF when needed
Integrate PDF.co, OCR tools, and PDF generation to convert email body content into a PDF only when no PDF attachment exists.
PDF.coor swap with your favorite app
6.Upload named invoice PDF to payable folder
Integrate Dropbox, shared folder storage, and file naming to upload the chosen source or generated PDF with vendor-invoice-source naming.
Dropboxor 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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