1.Watch new file in folder
Integrate Google Drive and file management tools to copy the uploaded invoice for processing and to reference the intake file.
Rename and log incoming vendor invoices for accounting
Automatically monitor new invoice PDFs in Google Drive intake folders for invoice processing across accounting apps. Extract invoice fields, rename and move files to approval, and append tracking rows to Google Sheets so you can close invoices without manual invoice logging.
How this automation protects invoice records
When new invoice PDFs land in intake folders, delays can stall approvals and create messy, inconsistent records. This automation watches new uploads, converts and parses invoice text, renames and moves files, and adds rows to Google Sheetsβso your team can track invoices without manual logging.
Google Driveor swap with your favorite app
2.Convert file to text
Integrate Files By Zapier and OCR tools to convert the processing file to plain text for extraction.
Files By Zapieror swap with your favorite app
3.Parse invoice fields
Integrate AI by Zapier and data extraction tools to parse text output and to capture vendor, dates, and totals.
AI by Zapieror swap with your favorite app
4.Rename and move original file
Integrate Google Drive and file organization tools to move the original file to the approved folder and to rename it.
5.Add invoice row to sheet
Integrate Google Sheets and reporting tools to add a new worksheet row and to map extracted fields for tracking.
Google Sheetsor 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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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