1.Monitors new attachment emails
Integrate Gmail and email routing tools to capture new attachments and map subject, sender, received date, and labels into your workflow.
Save incoming invoice and receipt PDFs to central folder
Automatically monitor invoice and receipt email attachments across Gmail and PDF storage tools. Create and update central folder PDFs when invoice attachments arrive, receipt attachments arrive, or PDF files landβso you can filter qualifying documents, format identifiers, and upload everything for AP without manual filing.
How this automation saves invoice PDFs to your central folder
When new invoice and receipt attachments arrive and stay scattered in email, delays can stall AP processing. This automation captures matching attachments, filters for invoice and receipt messages, formats identifiers, converts to PDF when needed, and uploads files to your central folderβso your team can store documents without manual filing.
Gmailor swap with your favorite app
2.Filters for invoice and receipt matches
Integrate Filter by Zapier and document validation tools to continue only for PDF attachments or invoice and receipt subject keywords.
Filter by Zapieror swap with your favorite app
3.Extracts identifiers and formats date
Integrate Formatter by Zapier and data parsing tools to extract invoice or receipt identifiers and format the received date.
Formatter by Zapieror swap with your favorite app
4.Converts receipts when needed
Integrate PDF.co and document conversion tools to convert the email body to a PDF output URL when no attachment exists.
PDF.coor swap with your favorite app
5.Uploads PDFs to central folder
Integrate Google Drive and file management tools to upload the PDF, set a standardized filename, and create or append based on matches.
Google Driveor 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
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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