1.Watch new files in intake folder
Integrate Google Drive and document intake tools to watch your configured intake folder for new files and capture content to process invoices.
When a new bill file appears in your intake folder, delays can slow accounting. This automation sends bill files to your accounting intake and archives originalsβso your team can ingest invoices without chasing attachments.
Integrate Google Drive and document intake tools to watch your configured intake folder for new files and capture content to process invoices.
Integrate Gmail and email attachment handling to send an accounting intake email with the file mapped as an attachment to start processing.
Integrate Google Drive and archive storage to move the original file into your configured archive folder after a successful send to mark it processed.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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