1.Copies the import template file
Integrate Google Drive and file storage tools to copy a configured template into the upload folder and name it from the incoming file title.
Create PO label order file from uploaded import
Automatically create populated PO order workbooks across Google Drive and Google Sheets. Create and update when new import files land, regex prefixes extract, and reference rows matchβso you can copy templates, fill order fields, and deliver production-ready order files without manual formatting.
How this automation creates production-ready PO files
When new purchase order imports arrive without a consistent format, production intake slows and order fields get mistyped. This automation copies a template workbook, extracts the filename prefix, looks up the matching reference row, and updates the copied worksheet to create an order fileβso your team can process faster.
Google Driveor swap with your favorite app
2.Extracts a prefix from the filename
Integrate Formatter by Zapier and text parsing tools to extract the filename prefix with a regex so the import can match reference data.
Formatter by Zapieror swap with your favorite app
3.Looks up the matching reference row
Integrate Google Sheets and spreadsheet lookup tools to search the master order reference sheet and return the matching account or order row.
Google Sheetsor swap with your favorite app
4.Copies the source worksheet
Integrate Google Sheets and workbook tools to copy the source worksheet from the incoming file into the new spreadsheet.
5.Updates order fields in the worksheet
Integrate Google Sheets and order mapping tools to map account or order fields into the copied worksheet order fields for the target worksheet.
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Explore all purchase order management automations
Accelerate purchase order processing with automated request capture, approval routing, and record updates
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