1.Monitors invoice-labeled emails
Integrate Gmail and inbox capture tools to detect new invoice emails matching the configured label and pass attachments for processing.
Save invoice attachments into month-based folders for finance
Automatically detect new email matching configured invoice or receipt label across Gmail and Google Drive. Automatically create month-based invoice folders and alert finance when invoice month is identified or attachments arrive, so you can save files, standardize filenames, and post shareable links without manual filing.
How this automation saves month-based invoice files
When invoice attachments arrive by email and invoices need manual organizing, delays can slow month-end close and reporting. This automation parses invoice details, maps them to the right month folder, uploads files, and alerts financeβso your team can file faster and stay consistent.
Gmailor swap with your favorite app
2.Extracts vendor and invoice month
Integrate AI by Zapier and email parsing tools to parse subject, body, date, and attachments to extract vendor and invoice month.
AI by Zapieror swap with your favorite app
3.Maps invoice month to folder ID
Integrate Formatter by Zapier and lookup tables to map extracted invoice month to the target Google Drive folder ID.
Formatter by Zapieror swap with your favorite app
4.Uploads attachments to month folder
Integrate Google Drive and file storage tools to upload attachments into the mapped folder and apply vendor-month filenames.
Google Driveor swap with your favorite app
5.Notifies finance with Drive link
Integrate Slack and messaging tools to post vendor and invoice month details and attach the uploaded Drive file link.
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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