1.Monitor new email in folder
Integrate Microsoft Outlook and email processing rules to detect new vendor message arrivals in your invoice intake folder to trigger intake capture.
Save vendor invoice PDFs to accounting folder
Automatically monitor new email messages in your configured Microsoft Outlook processing folder and capture PDF invoice attachments across Microsoft Outlook and Amazon S3. Create and update central invoice files when PDF attachments arrive from approved vendor domains, normalize filenames, and upload to S3βso you can protect billing workflows, accelerate reconciliation, and reduce manual filing.
How this automation saves your AP invoice files
When new emails arrive in your processing folder, delays and misfiled attachments can slow AP follow-up. This automation filters invoice PDFs, normalizes filenames, and uploads files to Amazon S3βso your team can access them instantly for billing.
Microsoft Outlookor swap with your favorite app
2.Filter for valid PDF invoices
Integrate Filter by Zapier and document filtering to continue only when messages include PDF attachments from approved vendor domains to pass qualifying invoices.
Filter by Zapieror swap with your favorite app
3.Normalize the invoice filename
Integrate Formatter by Zapier and filename rules to transform attachment names into safe, consistent storage keys to standardize lookups.
Formatter by Zapieror swap with your favorite app
4.Upload invoice PDF to S3
Integrate Amazon S3 and cloud storage to upload the PDF using the normalized key and MIME type to store invoice files centrally.
Amazon S3or swap with your favorite app
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Add draft bills to approval sheet for review
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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