1.Detect bank statement email attachments
Integrate Gmail and email inbox filters to process qualifying attachments and avoid duplicates using message identifiers.
Save bank statement files to shared drive and alert team
Automatically capture qualifying bank statement attachments across Gmail and Google Drive. Instantly create uploads and post Slack alerts when statement attachments arrive, email attachments appear, or new messages qualifyβso you can upload files, share drive links, and notify the team without manual uploads.
How this automation protects your reconciliation workflow
When new email matching search arrives with qualifying attachments, delays can block posting and reconciliation. This automation watches Gmail for attachments, uploads them to Google Drive, and posts Slack alertsβso your team can access files fast without chasing inboxes.
Gmailor swap with your favorite app
2.Upload attachment files to treasury folder
Integrate Google Drive and shared storage to upload attachment content and save each file into your configured folder.
Google Driveor swap with your favorite app
3.Notify team channel with upload details
Integrate Slack and team notifications to post the file link with a brief summary and the originating email date.
Slackor swap with your favorite app
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Accelerate financial document handling with automated data extraction, approval routing, and record updates
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