1.Monitor new emails in configured folder
Integrate Microsoft Outlook and email inbox tools to detect new qualifying emails for payables processing.
Create structured invoice records from email PDF attachments
Automatically monitor new email in a configured folder across Microsoft Outlook. Create and update payable records when qualifying invoice PDFs arrive, so you can automate extraction, split processing, and payables table updates without manual invoice data entry.
How this automation creates payable records fast
When new vendor invoice PDFs arrive by email, delayed review can slow approvals and increase rework. This automation filters emails, extracts invoice data from PDFs, and creates structured payable records in your tableβso your team can review faster without manual PDF entry.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying emails
Integrate Filter by Zapier to continue only for emails that meet configured subject criteria.
Filter by Zapieror swap with your favorite app
3.Splits invoice PDFs
Integrate PDF4me and document parsing tools to split PDF attachments into per page file URLs.
PDF4meor swap with your favorite app
4.Iterates split file URLs
Integrate Looping by Zapier and file processing tools to iterate each split file URL for processing.
Looping by Zapieror swap with your favorite app
5.Processes invoice file
Integrate PDF4me and invoice extraction tools to parse invoice reference, vendor, dates, and amounts.
6.Creates payable record in table
Integrate Zapier Tables to create a normalized payable record and map extracted fields into columns.
Zapier Tablesor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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