Automate Invoice Processing from Gmail with AI and Human Review
This workflow monitors Gmail for new emails from specified senders containing PDF attachments with invoice-related subjects. It extracts text from the PDF, analyzes it using AI to determine if it's a valid invoice, and then takes action. If valid, the invoice is saved to Google Drive and a confirmation email is sent. If the AI is uncertain, it requests human verification via email, and if deemed invalid, an alert email is sent.
Apps Used:
Gmail
OpenAI
Google DriveCategories:
How It Works
- 1When a new email is received in Gmail from a specific sender, includes a PDF attachment, and has "invoice" in the subject line.
- 2Extract the text content from the attached PDF document.
- 3Use an AI to analyze the extracted text and determine if it is a valid invoice.
- 4Add a condition: If the AI confirms it's a valid invoice, then save the PDF to Google Drive and send a confirmation email.
- 5If the AI is uncertain about the invoice's validity, send an email to a human reviewer requesting their input.
- 6If the AI determines it's not an invoice, send an alert email.
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