im setting automation to help me with my revenue/expenses invoices by month, I'm a little stuck and need help!
Status: Closed · Asked by Alaa Bebar on · 0 views
im setting automation to help me with my revenue/expenses invoices by month, I'm a little stuck and need help!
the purpose of the workflow will be this:
1-i have an automation that gathers documents ended and stores them in a folder by the email address.
workflow: https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZlMDYzZTA0MzU1MjY4NTUzMjUxM2Ei_pc
From that automation ill forward the date header to build in the other automation a month/year folder for revenue/expenses
2-I have a Google sheet that includes all the email addresses related to a revenue/expense document sent
workflow:https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZiMDYzZjA0M2Q1MjY4NTUzNDUxM2Ii_pc
I want this automation to rigger once a month and the documents will be uploaded in a folder will be identified by the google sheet of the suppliers invoices /revenue invoices
after then the documents will be uploaded in the REVENUE/EXPENSE FOLDER FOR EACH FOLDER FOR THE MONTH
i have set the most of the workflow,for my understanding i need to create 2 workflows in order to achive that 1 wiht a webhook to caputure the date header from the other automation for each cluster documents sended, and one with a schduele trigger .
i need help with and guidance on how to continue from where i stopped creating a folders in revenue /expense folders for the month and continue from thier for the upload part and the 2nd workflow @ArshilAhmad help preferabbly needed because his fammiliar with first automation with the parser part.
Hey @alaa bebar
Given the complexity of your use case and the specific requirements in your created workflow for further guidance and logic, I highly advise enlisting the services of an automation expert. This professional can adeptly design the required automation for your workflow and take care of all management aspects on your behalf.
hello @Supreme , I need guidance.
I want to use my parcel trigger response, so all documents received this month for my list be will added accordingly to the month folder and the document will be added either in revenue/expenses for the month
here's the updated workflow I've been working on all day if you or @ArshilAhmad could guide me through id be grate full for you both: https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZiMDYzZjA0M2Q1MjY4NTUzNDUxM2Ii_pc
Upon reviewing your use case and examining the requirements, we regret to inform you that the use case is currently not feasible.
hello @Supreme good to hear from you these days, from an early query on forums I had a positive indexing that is achievable I need help with linking my parcel trigger which captures documents to the router steps I created in this workflow to achieve my desired use case:https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZiMDYzZjA0M2Q1MjY4NTUzNDUxM2Ii_pc
here's the workflow with the parcel part in it: https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZlMDYzZTA0MzU1MjY4NTUzMjUxM2Ei_pc
After having conversation with the team, I am afraid to say that the use case doesn't seems possible.
thanks @Supreme im discussing an alternative solution with the technical team and luv