Auto-File Outlook Invoice Attachments Into Xero
This watches Outlook for invoices and receipts, extracts the key details, and files the attachment into Xero with a tidy name — so month-end reconciliation is already done.
- 1
Step 1 — Watch the inbox
Add an
Email (IMAP)trigger filtered to messages with attachments and subjects like "invoice" or "receipt". - 2
Step 2 — Grab the attachment
Enable "Download Attachments" so the PDF flows through as binary data ready to store.
- 3
Step 3 — Pull the key details
Add an
OpenAI(or regexCode) node to extract vendor, amount and date from the email/PDF text for naming and logging. - 4
Step 4 — File it in Xero
Add a
Xeronode to create a bill/expense from the extracted fields.
Frequently asked questions
What about invoices pasted in the email body, not attached?
Add a branch that detects no-attachment messages and either renders the body to PDF or extracts the figures straight from the text in Step 3.
Can it handle multiple currencies?
Yes — capture the currency in Step 3 alongside the amount so Xero records stay accurate for international vendors.
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