1.Detect new purchase emails
Integrate Microsoft Office 365 and email parsing tools to detect new email arrivals in your configured inbox for order processing.
Create sales order records from incoming purchase emails
Automatically monitor new purchase emails in Microsoft Office 365 configured inboxes across Google Drive, Files By Zapier, ChatGPT (OpenAI), and Zapier Tables. Create and enrich sales order records when PDF attachments appear, qualifying subjects match, or customer lookup hints surfaceβso you can extract fields, log structured orders, and attach source PDFs without manual order entry.
How this automation accelerates sales-order creation
When new purchase emails arrive in your Microsoft Office 365 configured inbox, manual order entry can slow fulfillment and introduce errors. This automation finds lookup files, extracts structured PO data from email and PDF text, and creates sales-order records with the original PDF attachedβso your team can process orders faster.
Microsoft Office 365or swap with your favorite app
2.Find lookup files
Integrate Google Drive and file search tools to find debtor and item reference files to support PO parsing.
Google Driveor swap with your favorite app
3.Convert lookup files to text
Integrate Files By Zapier and extraction tools to convert found lookup files into Debtors text and Items text.
Files By Zapieror swap with your favorite app
4.Convert PDF attachment to text
Integrate Files By Zapier and document parsing tools to convert incoming PDF attachments into parsed PDF text.
5.Extract structured PO fields
Integrate ChatGPT (OpenAI) and text analysis tools to extract PO number, order lines, quantities, and arrival details.
ChatGPT (OpenAI)or swap with your favorite app
6.Create sales-order record
Integrate Zapier Tables and document storage tools to create the sales-order record with the stored PDF link attached.
Zapier Tablesor swap with your favorite app
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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