1.Detects labeled invoice email
Integrate Gmail and email tools to detect new labeled invoice messages and map the first PDF attachment for parsing.
Update job breakdown rows and archive invoice PDFs
Automatically monitor labeled invoice emails across Gmail and parsing tools. Automatically update job breakdown rows and archive invoice PDFs when labeled invoices arriveβso you can extract invoice details, update sheet records, and store PDFs without manual paperwork.
How this automation preserves audit-ready invoice records
When a labeled invoice email arrives, delays can stall job breakdown updates and block approvals. This automation parses invoice PDFs and extracts invoice fields, then updates job breakdown rows and archives the original PDFβso your team can reconcile faster.
Gmailor swap with your favorite app
2.Parses invoice PDF details
Integrate PDF.co and document parsing tools to parse invoice PDFs and extract invoice number, amount, vendor, and reference fields.
PDF.coor swap with your favorite app
3.Extracts job number from reference
Integrate Formatter by Zapier and text processing tools to extract numeric job number from the parsed invoice reference.
Formatter by Zapieror swap with your favorite app
4.Updates or creates job row
Integrate Google Sheets and spreadsheet workflows to lookup job breakdown rows by job number and update or create records.
Google Sheetsor swap with your favorite app
5.Uploads and renames invoice PDF
Integrate Google Drive and file storage tools to upload the original PDF and rename it with invoice and job number.
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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