1.Detect new attachment in inbox
Integrate Microsoft Outlook and inbox metadata mapping to capture attachments and vendor references to trigger downstream invoice saving.
Save vendor invoice attachments into shared drive folder
Automatically detect new invoice attachments across Microsoft Outlook and file them into Microsoft SharePoint. Send confirmation emails when PDFs are parsed, filenames standardized, and SharePoint links are savedβso you can reduce manual invoice filing, avoid missing PO details, and stop follow-up delays.
How this automation secures shared invoice storage
When new invoice PDFs arrive in your inbox, delays can stall approvals and create missing context for PO tracking. This automation parses invoice fields and standardizes filenames, uploads documents to SharePoint, and sends confirmationsβso your team can keep vendor records complete.
Microsoft Outlookor swap with your favorite app
2.Parse invoice fields from PDF
Integrate PDF.co and document parsing tools to extract key invoice fields and references from the attachment to enable consistent naming.
PDF.coor swap with your favorite app
3.Standardize filename using PO data
Integrate Formatter by Zapier and text transforms to build a standardized filename from parsed PO and original names to reduce duplicates.
Formatter by Zapieror swap with your favorite app
4.Upload invoice to AP document folder
Integrate Microsoft SharePoint and document repository storage to upload the renamed file and return the share link to centralize the invoice record.
Microsoft SharePointor swap with your favorite app
5.Send confirmation email with link
Integrate Microsoft Outlook and email notification tools to send confirmation to vendor contacts and internal AP stakeholders with the SharePoint link.
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