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Video Introduction

Invoice Processing Automation

This template is the automation behind a simple incoming invoice automation tool (AP automation) tool built in Airtable.

Link to the Airtable base, and all other tools used, is in notes on the left of the automation.

How it works

See how it works on video: Full Video Walkthrough

1. We get an email with an invoice attachment:
   

2. Processes and adds the data to an Airtable interface:

3. Once we approved it and Due date approaches, it shows among Due invoices, where we can track if it's paid.