1.Saves incoming allocation attachment
Integrate Gmail and email attachment handling to save the incoming allocation file payload and timestamp for naming.
Update POs from received allocation reports on arrival
Automatically monitor new allocation spreadsheet attachments across Gmail and Google Drive. Update purchase order allocation status when converted files arrive, rows are extracted, and Airtable records are matched or flaggedβso you protect inventory accuracy, reduce manual rekeying, and avoid reconciliation delays.
How this automation updates your PO allocation status
When allocation report attachments arrive, delays can throw off inventory planning and cause PO quantity mismatches. This automation saves the attachment and loads it into Sheets, then iterates rows to find and update matching Airtable purchase order allocationsβso your team can keep status current.
Gmailor swap with your favorite app
2.Uploads report to Drive
Integrate Google Drive and file conversion tools to upload the attachment and create a spreadsheet source.
Google Driveor swap with your favorite app
3.Waits for Drive conversion
Integrate Delay by Zapier and timing controls to pause briefly so Drive conversion finishes before reading the sheet.
Delay by Zapieror swap with your favorite app
4.Reads rows from uploaded report
Integrate Google Sheets and spreadsheet parsing to find the worksheet and return rows for looping.
Google Sheetsor swap with your favorite app
5.Iterates report rows for updates
Integrate Looping by Zapier and row mapping tools to loop through columns and prepare fields for PO allocation updates.
Looping by Zapieror swap with your favorite app
6.Finds matching allocation record
Integrate Airtable and database lookup tools to find a record by style identifier before applying changes.
Airtableor swap with your favorite app
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Accelerate purchase order processing with automated request capture, approval routing, and record updates
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