1.Monitors new email with PDFs
Integrate Gmail and email parsing tools to detect AP emails that include PDF attachments.
Route invoice PDFs and notify vendor signer for approval
Automatically monitor incoming AP emails with PDF attachments across Gmail. Email the signer, route invoice PDFs, and log routing outcomes in your vendor trackingβso you can approve invoices without manual routing, follow-up, and spreadsheet updates.
How this automation speeds up vendor approval routing
When new AP emails arrive with PDF attachments, routing delays can slow approvals and create extra follow-up. This automation parses sender details and PDF attachments, looks up vendors, emails signers, and records routing resultsβso your team can approve invoices faster.
Gmailor swap with your favorite app
2.Parses sender header info
Integrate Code by Zapier and data extraction tools to parse sender name, email, and domain for routing logic.
Code by Zapieror swap with your favorite app
3.Inspects attachments for PDFs
Integrate Formatter by Zapier and file normalization to extract PDF filenames and normalize filename values.
Formatter by Zapieror swap with your favorite app
4.Looks up matching vendor record
Integrate Google Sheets and spreadsheet search tools to find signer contact and routing instructions using email and domain.
Google Sheetsor swap with your favorite app
5.Emails signer with PDF
Integrate Gmail and email notification tools to send the original PDF with signing instructions to the signer.
6.Creates and appends routing logs
Integrate Google Sheets and audit logging tools to create unmatched vendor rows and append sent-for-signature outcomes.
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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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