1.Watches for new email attachments
Integrate Gmail and email inbox tools to capture the new attachment binary from the Inbox to start invoice processing.
Create organized invoice files and extract key invoice data
Automatically watch for new invoice PDF attachments in Gmail across email and file workflows. Automatically create and update invoice files and extracted fields when invoice PDF attaches, BOL files arrive, or unknown vendor PDFs show up—so you can upload files, extract fields, and create invoice folder records without manual data entry.
How this automation organizes invoice files automatically
When new email invoice attachments arrive, delays can stall review and posting. This automation uploads files to Drive, retrieves export text, extracts invoice fields, and creates organized invoice files—so your team can act on them faster.
Gmailor swap with your favorite app
2.Uploads attachment to temp folder
Integrate Google Drive and document processing tools to upload the attachment to a temp folder to convert it to text where supported.
Google Driveor swap with your favorite app
3.Fetches file export link
Integrate Webhooks by Zapier and request handling tools to use the Drive export link and return file text for parsing.
Webhooks by Zapieror swap with your favorite app
4.Extracts invoice fields with JavaScript
Integrate Code by Zapier and text parsing tools to extract vendor, PO or invoice number, invoice date, total, and tracking fields.
Code by Zapieror swap with your favorite app
5.Creates invoice file in folder
Integrate Google Drive and file organization tools to create the final file and store extracted fields as metadata for review.
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