1.Monitors matching supplier invoice emails
Integrate Gmail and email search tools to detect qualifying invoice messages and to route attachments for processing.
When qualifying supplier invoice emails arrive without a consistent workflow, delays can block approval and extend AP cycles. This automation saves invoice attachments, parses invoice fields, creates draft bills, and notifies financeβso your team reviews faster.
Integrate Gmail and email search tools to detect qualifying invoice messages and to route attachments for processing.
Integrate Google Drive and file storage tools to upload email attachments and to return a drive link for parsing.
Integrate PDF.co and document parsing tools to split combined PDFs and to extract invoice number, date, and totals.
Integrate Google Drive and file storage tools to store parsed invoice files and to map parser output to drive links.
Integrate Xero and accounting templates to create a draft bill, attach the parsed PDF, and map invoice fields into bill data.
Integrate Slack and finance notifications to send a bill reference and drive link so finance can review quickly.
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Step 2
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Step 3
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