Log Outlook invoices in Excel and approve the big ones
Reads invoices emailed to your Outlook inbox into an Excel log, and asks your finance manager to approve any over $5,000 first.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Microsoft OutlookNew email triggerStarts on emails with 'invoice' in the subject and a file attached.
- 2Microsoft OutlookDownload attachmentsSaves the attached invoice.
- 3Microsoft ExcelAdd worksheet rowAdds the invoice to your log.
How it works
What happens on each run, in plain English.
Invoices arrive by email and end up retyped into a spreadsheet. This reads each one as it lands in your Outlook inbox, pulls out the vendor, invoice number, amount and due date, and adds a row to your Excel invoice log.
Anything over $5,000 goes to your finance manager to approve or reject first, and the log records their decision. Your log needs the columns Vendor, Invoice number, Amount, Due date and Approval.
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