Automated Invoice Processing & Xero Integration

This workflow monitors a Gmail inbox for incoming emails containing invoice attachments, verifies that an attachment exists, and extracts structured invoice data using both PDF parsing and an AI information extractor. It retrieves the Xero tenant ID via HTTP Request, searches for an existing Xero contact by email, and either fetches or creates the contact as needed. The workflow then creates a corresponding invoice in Xero with detailed line items, attaches the original PDF to the Xero invoice, posts a notification to a Slack channel with invoice details and a payment link, and finally re-labels and moves the processed email in Gmail.

Last Updated

June 6, 2025