New invoice email notification

Target Audience

- Finance Teams: To automate invoice management and notifications.
- Accounts Payable Departments: For efficient tracking of incoming invoices.
- Small Business Owners: To streamline invoice approval processes.
- Administrative Staff: To reduce manual email monitoring and notifications.

Problem Solved

This workflow addresses the challenge of efficiently managing incoming invoices via email. It automates the detection of invoice emails, extracts relevant financial data, and notifies the appropriate parties, ensuring timely approvals and reducing the risk of missed payments.

Workflow Steps

1. Check for New Emails: The workflow starts by monitoring the inbox for new emails.
2. If Email Body Contains Invoice: It checks if the email body includes the word 'invoice'. If it does, the workflow proceeds.
3. Extract the Total Amount: The workflow utilizes Mindee to extract the total amount from the invoice attached to the email.
4. If Amount > 1000: It evaluates whether the extracted invoice amount exceeds $1000.
5. Send Email to Finance Manager: If the amount is greater than $1000, a notification email is sent to the finance manager for approval.
6. Send New Invoice Notification: Regardless of the amount, a notification is sent to the Slack channel team-accounts to inform the team about the new invoice.

Customization Guide

- Email Credentials: Update the IMAP credentials to connect to your email account.
- Slack Channel: Change the channel parameter in the Slack node to notify a different team or channel.
- Email Content: Modify the email text and subject in the Send email to finance manager node to better suit your communication style.
- Invoice Amount Threshold: Adjust the threshold in the If Amount > 1000 node to fit your business's financial policies.