PDF added
Watched folder
File id
File name
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Accounting
Vendor Bills from OneDrive
Reads a supplier PDF in OneDrive and drafts a Zoho Books bill.
Implement Vendor Bills from OneDrive.
InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.
Talk to a specialistWorkflow
When PDF added to a watched folder
Solution
Draft the vendor bill from OneDrive.
AP retypes vendor bills that land in a OneDrive folder.
A PDF in a watched OneDrive folder becomes a draft Zoho Books bill after the vendor is matched.
Input systems
OneDrive
Origin
Zoho Books
Result
Execution path
Origin PDF added to a watched folder
AI processing Extract vendor, bill number, date, currency, and lines from the PDF, match the vendor, and draft the bill. Do not mark it paid and do not call this AI OCR. OpenAI, Anthropic, or Gemini can run this step.
- File id
- Vendor
- Bill number and date
- Lines and total
Actions
- Match or hold the vendor
- Create a draft bill
- Attach the PDF
- Notify AP when a field is missing
Result AP reviews a draft bill with the PDF attached.
How this flow runs.
- 01
OneDrive
Starts when PDF added to a watched folder.
- 02
PDF
Reads File id, Vendor, Bill number and date, Lines and total.
- 03
Run the AI step
Extract vendor, bill number, date, currency, and lines from the PDF, match the vendor, and draft the bill. Do not mark it paid and do not call this AI OCR. OpenAI, Anthropic, or Gemini can run this step.
- 04
Zoho Books
AP reviews a draft bill with the PDF attached.
Key benefits
Lines come from the PDF
Unknown vendors wait
Bill stays in draft
PDF stays attached
Ideal for
Accounts payable teams that receive supplier PDFs in OneDrive and record them in Zoho Books.