What does this automation do?
An attached PDF is converted to text, read, and turned into a task carrying the dates and amounts that were buried inside it.
What can you do with it?
- Get the amounts and due dates without keying them in
- Raise the payment or filing task on the day the document arrives
- Stop attachments sitting unread in a folder nobody opens
The Steps
This automation runs in 4 steps:
- When Microsoft Outlook — New Email
- Then Media — Turn a file into text
- Then Taskade AI — Ask AI
- Then Taskade — Add Task
Who is this automation for?
Built for finance and back-office teams receiving invoices and statements by email. An attached PDF is converted to text, read, and turned into a task carrying the dates and amounts that were buried inside it.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email" from Microsoft Outlook.
- Add the action "Turn a file into text" from Media.
- Add the action "Ask AI" from Taskade AI.
- Add the action "Add Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.