Automate Invoice Processing from Email to Airtable with AI

This workflow automates the processing of incoming invoices. It triggers when a new email with an invoice attachment is received, extracts key information using OCR and AI, and then populates a designated Airtable base with the extracted invoice data for tracking and management.

Apps Used:

Gmail LogoGmailPDF OCR Reader LogoPDF OCR ReaderLLM Node LogoLLM NodeAirtable LogoAirtable

Categories:

FinancialDocument ProcessingOther

How It Works

  1. 1When a new email with an attachment arrives in Gmail.
  2. 2Use OCR to extract text from the PDF invoice attachment.
  3. 3Use AI to extract key invoice details like vendor, amount, and due date from the text.
  4. 4Create a new record in Airtable with the extracted invoice data.

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