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. Chapters00:00 Introduction00:52 Welcome to the Macpreneur Podcast01:51 The Evolution of Supplier Invoices04:24 Best Practices for Email and File Management06:53 Automating Invoice Retrieval: PDFs and Emails10:10 Advanced Automation with Zapier and PDF.co13:49 Filing PDF Invoices with Hazel16:29 Security and Privacy Considerations18:16 Zapier's Pricing and Usage Insights19:52 Recap21:29 360° Tech Diagnostic22:12 Next and outro
✅ Want to get personalized time-saving tips to be more efficient on your Mac?Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes! https://macpreneur.com/tips✅ Wondering where to start streamlining your solo business?Kickstart your unique journey with a 360° Tech Diagnostichttps://macpreneur.com/diagnostic✅ Macpreneur Community WaitlistBecome one of the founding members of the Macpreneur community! https://macpreneur.com/communityFollow me:
Connect on LinkedIn Checkout the YouTube channel Follow @macpreneurfm on Instagram Follow @macpreneurfm on Facebook Subscribe and give a rating on Apple Podcasts