1.Watches new PDF files
Integrate Google Drive, cloud storage, and shared folder access to catch new invoice PDFs as they appear in your configured folder.
Create verified invoice records from shared folder PDFs
Automatically monitor new invoice PDFs across Google Drive files in your shared folder. Create and update invoice rows and notify approvers when invoice PDFs are added, new PDF files appear, or folder uploads completeβso you can extract fields, normalize totals, and route reviews without manual entry.
How this automation creates verified invoice records
When new invoice PDFs land in the configured shared folder, delays can slow approvals and cause inaccurate entries. This automation parses the PDF, normalizes invoice fields, and creates verified records in Google Sheets and notifies approversβso your team can review quickly.
Google Driveor swap with your favorite app
2.Extracts structured invoice data
Integrate ChatGPT (OpenAI), AI extraction, and PDF parsing to extract provider, tax id, service, subtotal, total, invoice number, date, and month.
ChatGPT (OpenAI)or swap with your favorite app
3.Splits and normalizes fields
Integrate Formatter by Zapier, text parsing, and data normalization to split the AI output into fields and clean numeric formats.
Formatter by Zapieror swap with your favorite app
4.Creates invoice spreadsheet rows
Integrate Google Sheets, tabular data, and audit logging to create a new row mapping normalized fields and the Drive file link.
Google Sheetsor swap with your favorite app
5.Posts approval message
Integrate Slack, approvals messaging, and invoice review workflows to send provider, invoice number, date, subtotal and total, and the file link.
Slackor 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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