1.Detects new payment summary PDF
Integrate Gmail and email filters to trigger when qualifying payment summary PDFs arrive and to map attachment inputs.
Update revenue records from emailed payment PDFs daily
Automatically monitor qualifying payment summary email attachments across Gmail and PDF4me. Create and update revenue records when matching PDFs land, totals are parsed, and dates map—so you can update reports, preserve month folders, and avoid manual reconciliation.
How this automation updates your revenue records
When payment summary PDFs arrive in email, delays can cause revenue reporting gaps and late reconciliations. This automation captures attachments, extracts metadata and PDF text, and writes parsed totals and product rows to your reports—so your team can keep revenue records current.
Gmailor swap with your favorite app
2.Extracts filename metadata
Integrate Code by Zapier and parsing tools to extract filename metadata and to prepare month folder names.
Code by Zapieror swap with your favorite app
3.Uploads to month folder
Integrate Dropbox and file storage tools to find or create month folders and to upload the payment PDF.
Dropboxor swap with your favorite app
4.Extracts PDF text
Integrate PDF4me and document parsing tools to extract pagewise text from the uploaded PDF.
PDF4meor swap with your favorite app
5.Parses totals and product rows
Integrate Code by Zapier and extraction tools to parse PDF text into totals and product row data.
6.Creates or updates report record
Integrate Zapier Tables and data matching tools to find records by date and to create or update revenue and product fields.
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
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Define the trigger
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