Automate PDF Uploads to FreeFinance from Email Attachments
This workflow automatically uploads PDF attachments from unread emails in your mailbox to the Book by Picture section in FreeFinance every 60 minutes.
The workflow connects to your email account using IMAP to monitor unread emails in the inbox. It extracts PDF attachments and uploads them to FreeFinance, including metadata such as sender name, email address, and email subject. This automation saves time by eliminating the need for manual uploads and ensures that your FreeFinance records are consistently updated with new documents.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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