1.Detect new invoice attachment
Integrate Gmail, email inbox tools, and file parsing to detect new invoice attachments and route invoice context into the workflow.
Create supplier invoice task with PDF attached to queue
Automatically monitor new attachment in inbox across Gmail and Asana. Create and update AP tasks when invoice PDFs arrive or invoice keywords match or invoice references failβso you can attach documents, create verification subtasks, and prevent lost invoices without manual paperwork.
How this automation creates invoice tasks with verification
When new attachment in inbox arrives with invoice content, invoices can stall and approvals get delayed. This automation filters invoice PDFs, searches for existing Asana tasks, and creates or updates AP tasks with attachments and verification subtasksβso your team can act on complete invoices.
Gmailor swap with your favorite app
2.Filter to invoice PDFs
Integrate Filter by Zapier, document checks, and keyword rules to continue only for PDF attachments and invoice keywords.
Filter by Zapieror swap with your favorite app
3.Search for matching AP task
Integrate Asana and task search tools to find an existing task by filename or invoice reference and return the first match.
Asanaor swap with your favorite app
4.Create parent AP task
Integrate Asana and task creation to create a parent task on no match and map subject and filename into notes and title.
5.Attach PDF and create subtasks
Integrate Asana and document attachments to attach the PDF and create verification subtasks tied to the parent task.
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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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