Effortlessly Organize Supplier Invoices with These Automation Strategies
Macpreneur
English - April 18, 2024 10:00 - 22 minutes - 15.6 MB - ★★★★★ - 2 ratingsTechnology Business mac solopreneur productivity mindset techniques tools macbook imac macos mac mini Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, you'll discover how to automate the process of managing supplier invoices, aiming to save you time and enhance your efficiency. I discuss three scenarios:
invoices attached as PDFsinvoices embedded within the email body, orinvoices linked externallyThe episode discusses using tools like Zapier for automation and Hazel for file management, alongside best practices for email management and data privacy.
Chapters
00:00 Introduction
00:52 Welcome to the Macpreneur Podcast
01:51 The Evolution of Supplier Invoices
04:24 Best Practices for Email and File Management
06:53 Automating Invoice Retrieval: PDFs and Emails
10:10 Advanced Automation with Zapier and PDF.co
13:49 Filing PDF Invoices with Hazel
16:29 Security and Privacy Considerations
18:16 Zapier's Pricing and Usage Insights
19:52 Recap
21:29 360° Tech Diagnostic
22:12 Next and outro
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