1.Detects new attachment emails
Integrate Microsoft Outlook and inbox parsing tools to catch incoming invoice attachments and pass email metadata.
Create parsed invoice records from emailed fuel receipts
Automatically parse fuel receipt invoices from Microsoft Outlook attachments across OneDrive, PDF.co, and Airtable. Create and update payable records when attachments arrive, invoice data extracts, and dates formatβso you can speed approvals, reduce data entry, and keep files linked without manual bookkeeping.
How this automation creates payable records from receipts
When invoice attachments arrive in email, delays can stall approvals and accuracy. This automation uploads files, parses invoice fields, formats dates, and creates payable recordsβso your team can review complete entries without rekeying.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying invoice attachments
Integrate Filter by Zapier and validation rules to continue only when attachments are present and records qualify.
Filter by Zapieror swap with your favorite app
3.Uploads attachment file to OneDrive
Integrate OneDrive and file storage to upload the attachment and return a file download URL.
OneDriveor swap with your favorite app
4.Parses invoice with AiInvoiceParser
Integrate PDF.co and invoice parsing to extract invoice amount, invoice date, and line items from the OneDrive file URL.
PDF.coor swap with your favorite app
5.Formats invoice dates and periods
Integrate Formatter by Zapier or Code by Zapier and date utilities to format parsed invoice date into ledger-friendly date and period.
Code by Zapieror swap with your favorite app
6.Creates payable record in Airtable
Integrate Airtable and accounting tables to create a payable record with amount, link, formatted date, and period.
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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