Compare Vendor Quotations with AI and Log to Google Sheets & Email

This workflow automates the process of receiving vendor quotations uploaded to Google Drive. It extracts text from the document, uses AI to extract key fields and then summarize and compare the contents, logs the results into Google Sheets, and sends an email notification to stakeholders.

Apps Used:

Google Drive LogoGoogle DriveGoogle Sheets LogoGoogle SheetsGmail LogoGmailOpenAI LogoOpenAI

Categories:

Document ProcessingFinancial

How It Works

  1. 1When a new file is added to a Google Drive folder.
  2. 2Extract text from the uploaded document using appropriate tools (e.g., PDF OCR for PDFs, Google Docs node for Docs, Google Sheets node for Sheets).
  3. 3Use AI to extract key fields like vendor name, price, and items.
  4. 4Then, use AI to summarize and compare the extracted vendor quotation.
  5. 5Add the AI-generated comparison summary as a new row in Google Sheets.
  6. 6Send an email with the summary to relevant stakeholders.

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