Skip to content
Templates
Create purchase order task and folder from upload

Create purchase order task and folder from upload

When purchase order PDFs are dropped in the shared drive, purchasing stalls and invoice matching is delayed. Renamed and filed purchase orders trigger an accounting task so processing starts same day.

Create purchase order task and folder from upload

Workflow preview:

Zap details:

Overview

Loose purchase orders in shared storage create rework and slow invoice matching for purchasing coordinators and accounting. This flow auto-renames and files each PO and creates an assigned task so processing can begin within minutes and invoices don't pile up.

Create purchase order task and folder from upload