I’m looking to automate the monthly retrieval of invoices made on my purchasing card and could use advice on how to set up something like:
Trigger: Invoice is created
Next Action: Create a pdf of the invoice and name the file with customized formatting
Next Action: Email the correctly named pdf to my Office 365 account
Hey there,
Let’s start with which apps are you using for this workflow? 
That’ll give us a good jumping off point! From there I might recommend poking around in the app directory to see
Sometimes it helps to think of the zap in terms of "When this happens in /blank] app, do that in eblank] app."
For your first action, if the doc isn’t already formatted as a PDF, there’s an app called Cloud Converter that you can check out that will convert it for you.
Your second action will depend on your email provider but there is a “Send Email” Office 365 action.
I hope some of this helps! Keep us posted with your progress!
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