1.Detect new matching PDF attachment
Integrate Gmail and email attachment tools to capture payment summary PDFs as they arrive and trigger extraction.
Save payment summary PDFs and update reports table
Automatically monitor new payment summary PDF attachments across Gmail. Create and update dated report records when PDFs arrive, folders are created, and totals extract—so you can archive summaries, update tables, and link copies without manual reporting.
How this automation saves your payment summaries
When new payment summary PDFs arrive as attachments, delays can disrupt reconciliations and reporting. This automation extracts PDF text, parses dates and totals, saves files by month in Dropbox, and updates or creates rows in Zapier Tables—so your team can keep reports current without manual filing.
Gmailor swap with your favorite app
2.Extract text from the PDF
Integrate PDF4me and document parsing tools to extract page text from the payment PDF for totals parsing.
PDF4meor swap with your favorite app
3.Parse filename and bank totals
Integrate Code by Zapier and text parsing tools to convert extracted content into parsed dates and totals.
Code by Zapieror swap with your favorite app
4.Find or create the month folder
Integrate Dropbox and folder management tools to locate or create the month and day folder for each payment date.
Dropboxor swap with your favorite app
5.Upload the PDF to Dropbox
Integrate Dropbox and file storage tools to upload the original PDF into the correct folder with a shareable link.
6.Update or create the report row
Integrate Zapier Tables and reporting tools to match by parsed date and update totals with the stored PDF link.
Zapier Tablesor swap with your favorite app
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Accelerate financial document review with automated data extraction, review routing, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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