Automate Invoice Data Extraction from Google Drive to Airtable/Google Sheets
This workflow automatically processes new PDF invoice uploads to a Google Drive folder. It extracts key details like vendor, amount, and dates using AI after performing OCR on the PDF, then logs this structured data into an Airtable database or Google Sheet. Finally, it moves the processed PDF to a 'Done' folder, streamlining invoice management.
Apps Used:
Google Drive
PDF OCR Reader
LLM Node
Airtable
Google SheetsCategories:
How It Works
- 1When a new PDF file is uploaded to my Google Drive 'Invoices' folder
- 2Extract all text from the PDF using OCR
- 3Use AI to extract the vendor name, item description, invoice amount, invoice date, paid date, and bank reference from the extracted text
- 4Add the extracted details as a new record in my Airtable database
- 5Move the processed PDF file to the 'Processed' folder in Google Drive
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