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Log Invoice PDFs
Record invoice details and archive emails with their PDFs
Use this Agent instantly or customize it - no programming needed
- Invoice filing choicesInvoice filing choices
Your chosen search, labels, and spreadsheet columns guide each run.
- Invoice emailInvoice email
Your incoming message links each PDF to its sender and original email.
- PDF attachmentsPDF attachments
Your attached PDFs provide the invoice details that go into the log.
- Existing invoice rowsExisting invoice rows
Your existing rows show which message and attachment IDs already have entries.
Your email app catches invoice emails, reads their PDFs, and files the messages.
Your spreadsheet app checks existing invoice rows and adds new ones with invoice details.
- New invoice rowsNew invoice rows
Your invoice log shows each new PDF's details or the reason it needs review.
- Invoice email for reviewInvoice email for review
Your email stays in the inbox with Invoice Review when details need checking.
- Filed invoice emailFiled invoice email
Your email keeps its PDFs under Invoice Filed after every invoice has a complete row.
This Agent opens a matching invoice email and checks its PDFs. It logs new invoice details in your spreadsheet. It archives complete emails and leaves unclear invoices in your inbox for review.
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Google SheetsUsed as:
- Spreadsheet app
Google Sheets checks existing invoice rows and adds new ones with invoice details.
GmailUsed as:
- Email app
Gmail catches invoice emails, reads their PDFs, and files the messages.
- Spreadsheet app
Gmail checks existing invoice rows and adds new ones with invoice details.
Microsoft OutlookUsed as:
- Email app
Microsoft Outlook catches invoice emails, reads their PDFs, and files the messages.
- Spreadsheet app
Microsoft Outlook checks existing invoice rows and adds new ones with invoice details.
ZoomUsed as:
- Email app
Zoom catches invoice emails, reads their PDFs, and files the messages.
- Spreadsheet app
Zoom checks existing invoice rows and adds new ones with invoice details.
Microsoft ExcelUsed as:
- Spreadsheet app
Microsoft Excel checks existing invoice rows and adds new ones with invoice details.
SmartsheetUsed as:
- Spreadsheet app
Smartsheet checks existing invoice rows and adds new ones with invoice details.
Zoho MailUsed as:
- Email app
Zoho Mail catches invoice emails, reads their PDFs, and files the messages.
- Spreadsheet app
Zoho Mail checks existing invoice rows and adds new ones with invoice details.
KintoneUsed as:
- Spreadsheet app
Kintone checks existing invoice rows and adds new ones with invoice details.
Made for your industry
Log Invoice PDFs is made for businesses in these industries.
- Retail
Log merchandise supplier invoices and archive their source emails.
Show all Agents for the Retail industry - Construction
Log subcontractor invoices and archive their PDF emails.
Show all Agents for the Construction industry - Wholesale Distribution
Log inventory supplier invoices and keep their PDFs easy to find.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Capture supplier invoice totals and archive the original PDF emails.
Show all Agents for the Manufacturing industry - Hospitality
Log vendor invoice totals and archive the PDF emails for later lookup.
Show all Agents for the Hospitality industry - Property Management
Log property vendor invoices and file their PDFs for later lookup.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Log client invoice details and keep the source PDFs easy to find.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Log Invoice PDFs is made for people in these roles.
- Accounts Payable Clerk
Enter invoice details in the log and file the source emails.
Show all Agents for the Accounts Payable Clerk role - Bookkeeper
Log invoice amounts from PDFs and keep the source emails easy to find.
Show all Agents for the Bookkeeper role - Accounting Manager
Keep invoice entries traceable to their original emails and PDFs.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Keep the invoice log current and flag unclear PDFs for review.
Show all Agents for the Accounts Payable Manager role
Made for your department
Log Invoice PDFs is made for people in these departments.
- Finance
Capture invoice totals in the spreadsheet and flag unclear PDFs.
Show all Agents for the Finance department - Accounts Payable
Record each supplier invoice in the log and file its email.
Show all Agents for the Accounts Payable department - Accounting
Keep invoice entries linked to their source PDFs in email.
Show all Agents for the Accounting department
How Log Invoice PDFs works
5 steps, in order, on every run.
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Open Matching EmailsOpen the email that matches your invoice search. Gather its PDF attachments and a link back to the message.
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Check for Duplicate PDFsCheck your spreadsheet for PDFs already logged from that email. Skip existing rows before reading new attachments.
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Read Each Invoice PDFRead each new PDF for its invoice date, description, and total. Skip unrelated PDFs and flag unclear details for review.
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Update the Invoice LogAdd a row for each new invoice PDF with its details and email link. Note any missing or unclear details for review.
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File or Flag the EmailApply Invoice Filed and archive the email when every invoice PDF has a complete row. Apply Invoice Review and leave the email in your inbox if a row needs attention.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
8 tools
- Connect the invoice mailbox and choose a search that identifies incoming invoice emails with PDF attachments.
- Create labels named Invoice Filed and Invoice Review in the mailbox.
- Choose an invoice spreadsheet with columns for invoice date, description, total, source email link, message ID, attachment ID, filename, and review status.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Log Invoice PDFs:
You choose a mailbox search for incoming invoice emails with PDFs. You also choose the spreadsheet for your invoice log.
You get a review row that names the missing detail. The email stays in your inbox under Invoice Review so you can correct it.
No. The Agent checks message and attachment IDs in your spreadsheet before adding a row. Existing rows count when it decides whether to file the email.
They remain attached to the original email. Once its invoice rows are complete, the Agent labels and archives that email for you.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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