1.Retrieves vendor email attachments
Integrate Gmail, and email search filters to retrieve attachments and map message identifiers to file metadata for upload.
Refresh vendor master sheet from emailed attachments daily
Automatically monitor vendor emails and attachments across Gmail and intake tools. Refresh the vendor master sheet when matching vendor files arrive, new attachments appear, or supplier identifiers change—so you can upload intake files, update vendor rows, and archive processed documents without manual data entry.
How this automation refreshes your vendor master
When matching vendor emails arrive, delayed uploads and stale rows can slow purchasing decisions. This automation pulls attachments, uploads them to Drive, and refreshes the master vendor sheet—so your team can maintain accurate vendor records without manual cleanup.
Gmailor swap with your favorite app
2.Uploads files to intake folder
Integrate Google Drive, and storage tools to upload each attachment to the intake folder and capture the Drive file ID.
Google Driveor swap with your favorite app
3.Finds or creates master worksheet
Integrate Google Sheets, and spreadsheet tools to find or create the master worksheet and map uploaded metadata to contact fields.
Google Sheetsor swap with your favorite app
4.Removes legacy rows and appends
Integrate Google Sheets, and batch updates tools to remove legacy rows and insert refreshed rows in batches.
5.Archives processed source files
Integrate Google Drive, and file management tools to move processed files to an archive or trash folder to mark completion.
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Improve vendor oversight with automated record updates, follow-up alerts, and payment tracking
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Étape 1
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Étape 2
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Étape 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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