1.Detect new email in inbox
Integrate Gmail and email inbox tools to detect new email in the INBOX and start invoice routing.
Route vendor invoice emails to billing inbox for review
Automatically monitor new email messages in the Gmail INBOX across Gmail and Google Sheets. Get instant routing decisions when new invoice emails, invoice reminders, or past-due noticesβso you can forward approved invoices, label forwarded messages, and flag needs attention items without manual inbox triage.
How this automation speeds up AP review
When new email arrives in the Gmail INBOX, delays can slow approvals and payment cycles. This automation classifies email content and extracts vendor names, then looks up approved vendors and forwards or labels messagesβso your team can review faster.
Gmailor swap with your favorite app
2.Classifies email content
Integrate AI by Zapier and automation logic to classify email content for invoice, reminder, and past-due routing.
AI by Zapieror swap with your favorite app
3.Extracts vendor name
Integrate AI by Zapier and data extraction tools to extract a normalized vendor name from the email.
4.Looks up approved vendor list
Integrate Google Sheets and worksheet tools to look up the vendor in your approved vendor list.
Google Sheetsor swap with your favorite app
5.Forwards or labels message
Integrate Gmail and email triage tools to forward approved invoices and apply forwarded or needs attention labels.
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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
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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