1.Monitor updated column value
Integrate monday.com and procurement workflow tools to capture item ID, status change, linked file reference, and request metadata.
Create PO tracker entry from approved board updates
Automatically monitor status changes in monday.com across monday.com and Google Drive. Create and update PO tracker entries when files are found, PDFs are parsed, and dates and amounts are normalized—so you can avoid manual data entry.
How this automation creates PO tracker entries
When approved status changes leave PO details scattered across board and files, delays can stall purchasing. This automation finds the linked document, extracts order and delivery fields, and creates a structured PO tracker row—so your team can act on accurate data immediately.
monday.comor swap with your favorite app
2.Find file by board link
Integrate Google Drive and document repositories to search the configured folder by file title and return the matching file URL.
Google-Laufwerkor swap with your favorite app
3.Extract PO fields from document
Integrate PDF.co and parsing tools to extract order reference, line totals, and delivery date fields for tracker mapping.
PDF.coor swap with your favorite app
4.Normalize date and currency formats
Integrate Formatter by Zapier and data formatting tools to normalize extracted dates and currency formats for the tracker columns.
Formatter von Zapieror swap with your favorite app
5.Create PO tracker item
Integrate monday.com and record management tools to create a new PO Tracker row, map fields, and link back to the request item.
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Explore all procurement workflow management automations
Accelerate purchasing workflows with automated request routing, approval tracking, and document handoffs
Set up in minutes
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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