Auto-file supplier invoices from Drive into monday.com
Make can watch a Drive location for invoice PDFs, extract key fields, and add them to a monday.com board.
- What they did
- The setup uses a Make scenario tied to a selected Google Drive location. Whenever a supplier invoice PDF arrives, Make fetches the file, reads it with AI Extractors, and captures details such as the invoice ID, vendor data, dates, and amounts. Those values are then pushed into a monday.com Supplier Invoices board.
- How it went
- The process is meant to replace manual invoice handling with an automatic flow that finishes in seconds. The post doesn’t claim any accuracy or scale figures, and it recommends testing the scenario until every module runs successfully.
- Tips
- You’ll need Make AI Extractor credits, a connected Google Drive account, and a prepared monday.com board before starting. Try a few sample invoices first and confirm the field mapping before using it on live documents.
Try it yourself with Make
Create a Make scenario that checks a Google Drive location [folder/path] for incoming supplier invoice PDFs. When a new PDF appears, extract [supplier, invoice number, date, line items, total] with AI extraction and add a new entry to my monday.com board [board name], sending each value to [column names]. If any important field is unclear or absent, stop and flag that invoice for my review. Run the scenario with [number] sample PDFs, then show me the output and wait for my approval before enabling anything that would submit, send, delete, or overwrite data.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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