1.Watch for new invoice attachments
Integrate Gmail and email filtering tools to watch for new attachments and pass invoice PDFs for parsing.
Create invoice rows from emailed PDFs for marketing
Automatically monitor invoice mailbox emails with attachments across Gmail and PDF.co. Parse invoice PDFs, normalize invoice dates and amounts, and create structured worksheet rows and stored PDFs—so you can protect month-end close without manual entry.
How this automation creates clean invoice rows
When invoice PDFs arrive in the configured invoices mailbox, delays can disrupt expense tracking and cause reconciliation gaps. This automation parses attachments with AI, transforms dates and amounts, and creates worksheet rows and stored PDF links—so your team can post expenses faster.
Gmail (Englisch)or swap with your favorite app
2.Parses invoice PDFs with AI
Integrate PDF.co and document parsing tools to extract vendor name and invoice fields and to map them to generic outputs.
PDF.coor swap with your favorite app
3.Formats invoice dates and text
Integrate Formatter by Zapier and data transformation tools to map parsed dates and numeric outputs into normalized strings.
Formatter von Zapieror swap with your favorite app
4.Formats numbers for locale
Integrate Code by Zapier and locale formatting tools to convert normalized strings into formatted gross and net amounts.
Code von Zapieror swap with your favorite app
5.Uploads PDFs to vendor folders
Integrate Google Drive and file storage tools to find or create a vendor folder and to upload the original invoice PDF.
Google-Laufwerkor swap with your favorite app
6.Creates or updates expense row
Integrate Google Sheets and spreadsheet tools to create a row with mapped date, vendor, invoice number, amounts, and file link.
Google Sheetsor 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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Schritt 2
Define the trigger
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Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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