1.Detects new billing PDF attachments
Integrate Gmail and email parsing tools to detect new billing PDF attachments and trigger invoice capture.
Create stored invoice files and register ledger rows
Automatically monitor new billing attachments across Gmail and shared storage for invoice PDFs. Create and update invoice files and a single ledger entry with links, so you can reconcile faster and avoid manual processing delays.
How this automation protects your invoice ledger
When new billing attachments arrive without consistent files and ledger rows, reconciliation slows and errors slip through. This automation filters invoice PDFs, normalizes filenames, uploads files, and creates ledger entries with linksβso your team can reconcile faster.
Gmailor swap with your favorite app
2.Continues only for PDF attachments
Integrate Filter by Zapier and MIME checking to continue only for PDF attachments so only qualifying records proceed.
Filter by Zapieror swap with your favorite app
3.Normalizes date and filename
Integrate Formatter by Zapier and filename rules to normalize formatted dates and base filenames for consistent storage.
Formatter by Zapieror swap with your favorite app
4.Uploads invoice file to folder
Integrate Google Drive and file storage to upload the mapped attachment and save it with the configured naming pattern.
Google Driveor swap with your favorite app
5.Creates spreadsheet ledger row
Integrate Google Sheets and ledger templates to create a new row with date, region, title, and Drive links.
Google Sheetsor swap with your favorite app
6.Forwards attachment to processor
Integrate Gmail and routing rules to forward the original attachment to the configured billing processor address.
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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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