Automate Expense Tracking: Extract Transactions from Google Drive Files with AI
This workflow monitors a designated Google Drive folder for new PDF bank statements and image screenshots. Upon detection, it leverages AI capabilities to extract transaction details, such as dates, payees, and amounts. Finally, the extracted data is formatted and stored as a new file in a separate Google Drive folder, streamlining expense tracking.
Apps Used:
Google Drive
Gemini (via LLM Node)PDF OCR ReaderAnalyze ImageCategories:
How It Works
- 1When a new PDF or image is uploaded to Google Drive
- 2Extract transaction details from the file using AI.
- 3Save the extracted transactions as a CSV file to another Google Drive folder.
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