New Invoice Email Notification
This workflow automatically monitors new emails in the inbox, filtering out those that contain the keyword "invoice," and uses intelligent recognition technology to extract the total amount of the invoice. For high-value invoices exceeding 1,000 yuan, the system automatically sends an email notification to the finance manager for approval and pushes detailed information through the team communication tool. This process significantly enhances the efficiency of invoice processing, ensuring the timeliness and accuracy of financial management, making it particularly suitable for businesses that require quick reviews of large invoices.
Workflow Name
New Invoice Email Notification
Key Features and Highlights
This workflow automatically monitors new emails in the inbox, filters those containing the keyword "invoice," and uses Mindee’s invoice recognition service to extract the total invoice amount. Based on the amount, it triggers subsequent notifications automatically. For high-value invoices exceeding 1000, the system sends an approval request email to the finance manager and posts detailed invoice alerts to a designated Slack channel, ensuring critical invoices are not overlooked.
Core Problems Addressed
Automates the monitoring and processing of invoice emails to prevent manual oversight or delays in invoice review and payment. It enhances financial management efficiency and timeliness, with special focus on rapid response and prioritization of large-value invoices.
Application Scenarios
Ideal for corporate finance teams or accounting departments to automatically track incoming invoice emails, quickly extract key amount information, and promptly notify relevant personnel to handle high-value invoices. Particularly suitable for medium to large enterprises with high invoice volumes requiring fast review and payment.
Main Workflow Steps
- Connect to Gmail inbox and periodically check for new emails.
- Identify emails containing the keyword “invoice” in the body to filter invoice-related messages.
- Use Mindee’s invoice recognition API to extract the total amount from invoice attachments.
- Determine if the amount exceeds 1000.
- If the threshold is exceeded, automatically send an approval notification email to the finance manager.
- Send invoice notifications to the Slack team channel, including details such as amount, sender, email subject, and date.
Involved Systems and Services
- Gmail (IMAP email retrieval)
- Mindee (Invoice recognition API)
- Slack (Team communication and message push)
- Email sending service (SMTP)
Target Users and Value
- Corporate finance personnel, accountants, and finance managers
- Enterprises needing automated processing of large volumes of invoice emails
- Teams aiming to improve invoice handling efficiency and reduce risks of missed approvals
- Medium to large enterprises prioritizing timely detection and approval of high-value invoices to safeguard funds
By seamlessly integrating email retrieval, intelligent invoice recognition, and multi-channel notifications, this workflow significantly streamlines the invoice processing procedure, achieving intelligent and efficient financial management.