1.Gmail captures new email
Integrate Gmail and email parsing to extract subject, sender, body, and attachment filenames to route invoice emails.
Label and forward invoice emails to billing team
Automatically classify invoice and receipt emails across Gmail and Google Vertex AI. Get instant invoice routing when invoice emails arrive, receipt emails arrive, or vendor messages arriveβor so you can apply the Invoices label, forward to billing, and keep approvals moving without manual invoice triage.
How this automation speeds up invoice review
When new email arrives in Gmail, invoice messages can stall in inbox triage and approvals slow down. This automation classifies emails with Google Vertex AI and applies an Invoices label and forwards qualifying messages to billingβso your team can act fast.
Gmailor swap with your favorite app
2.Vertex AI classifies invoice
Integrate Google Vertex AI, document intelligence tools, and text extraction to classify the message as an invoice or receipt.
Google Vertex AIor swap with your favorite app
3.Zapier filter gates results
Integrate Filter by Zapier and workflow rules to continue only for qualifying invoice threads and skip internal tests.
Filter by Zapieror swap with your favorite app
4.Gmail adds Invoices label
Integrate Gmail and label automation to add your configured Invoices label to flag the message for accounts review.
5.Gmail forwards invoice email
Integrate Gmail, inbox routing tools, and email formatting to forward the original message and attachments to billing.
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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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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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