Automate Employee Reimbursement Workflow with AI and Google Suite
This workflow automates the employee reimbursement process. When an employee submits a receipt via email, the system uses AI to extract key details and checks for duplicates. It then uploads the receipt to Google Drive, logs all the data in Google Sheets, and finally sends a comprehensive email notification to the finance team for payment processing.
Apps Used:
Gmail
Google Drive
Google Sheets
AI NodeCategories:
How It Works
- 1When a new email is received in Gmail, extract the receipt attachment.
- 2Use AI to extract text from the receipt and identify key fields like vendor, amount, and date.
- 3Generate a unique reimbursement ID using AI.
- 4Search a Google Sheet for existing reimbursements to check for duplicates based on extracted details.
- 5If no duplicate is found, upload the receipt attachment to Google Drive.
- 6Add a new row with the extracted details and unique ID to the Google Sheet.
- 7Send a summary email with all details to the finance team via Gmail.
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