1.Monitors new email attachments
Integrate Microsoft Outlook and email parsing to capture the attachment file for invoice processing and archive it for downstream matching.
Save email attachments to shared folders and boards
Automatically monitor new email attachments across Microsoft Outlook, OneDrive, Zapier Tables, and monday.com. Create and update when invoice attachments arrive, filenames change, or attachment timestamps shiftβso you can store files, match finance records, and attach them to the right item without manual follow-up.
How this automation protects invoice processing
When new email attachments arrive, invoices can stall while teams hunt for the right files and records. This automation monitors new attachments and routes them through file creation, lookup token formatting, record updates, and board item uploadsβso your team can act on billing faster.
Microsoft Outlookor swap with your favorite app
2.Creates archive file in folder
Integrate OneDrive and shared storage tools to create the attachment file in a finance folder and return the file link.
OneDriveor swap with your favorite app
3.Formats dates and splits filename
Integrate Formatter by Zapier and data formatting tools to convert attachment timestamps and split filenames into lookup tokens.
Formatter by Zapieror swap with your favorite app
4.Finds and updates finance record
Integrate Zapier Tables and record search tools to locate the matching record by tokens and update it with the file reference.
Zapier Tablesor swap with your favorite app
5.Uploads file to board item
Integrate monday.com and file upload controls to attach the created file to the linked item for faster invoice review.
monday.comor 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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