1.Detect incoming settlement emails
Integrate Gmail and email automation tools to trigger on attachment emails and map filenames for settlement checks.
Upload and route settlement attachments to recon and archive folders
Automatically monitor incoming settlement emails and attachments across Gmail and Google Drive. Create and update when settlement emails arrive, attachments are included, or filenames match the settlement tokenβso you can upload recon files, archive nonmatching files, and keep finance moving without manual sorting.
How this automation protects your audit trail
When settlement attachment emails arrive, delays can disrupt month-end and reconciliation. This automation monitors Gmail messages, filters qualifying reports, and uploads recon and archive filesβso your team can act immediately.
Gmailor swap with your favorite app
2.Filter settlement report messages
Integrate Filter by Zapier and condition rules to continue only when subject or body matches settlement phrases and attachments exist.
Filter by Zapieror swap with your favorite app
3.Branch uploads by filename match
Integrate Paths by Zapier and filename pattern logic to route attachments to recon when the token matches and archive when not.
Paths by Zapieror swap with your favorite app
4.Upload attachment to target folder
Integrate Google Drive and document storage to upload each mapped attachment file into recon or archive folders.
Google Driveor swap with your favorite app
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Explore all financial document processing automations
Accelerate financial document handling with automated data extraction, approval routing, and record updates
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Step 1
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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