1.Monitor new attachment
Integrate Gmail to detect new email attachments and start routing for accepted PDF invoices.
Route invoice PDFs to AP and notify senders
Automatically detect PDF invoice attachments across Gmail inboxes and route them to AP workflows using Gmail and Slack. Automatically route when new email attachments arrive, accepted PDFs are detected, or rejects happenβso you can forward invoices to AP, send receipts to senders, and label processed threads without manual invoice routing.
How this automation protects your invoice intake
When PDF invoices land in an inbox but routing relies on people, delays cause missed approvals and billing errors. This automation filters PDF attachments, emails AP and acknowledgements, adds thread labels, and alerts teams on errorsβso your team can process invoices faster.
Gmailor swap with your favorite app
2.Filters for PDF invoices
Integrate Filter by Zapier and file validation rules to check PDF mime type and filename suffix.
Filter by Zapieror swap with your favorite app
3.Forwards to AP endpoint
Integrate Gmail to send the incoming PDF and map subject and sender reference to the AP message.
4.Sends acknowledgement to sender
Integrate Gmail and receipt templates to acknowledge accepted PDFs with filename and next steps.
5.Adds label to thread
Integrate Gmail to apply a success label to the original message for easier invoice triage.
6.Alerts team on errors
Integrate Slack and team channels to post filename and reject reasons for manual review.
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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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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