Extract Invoice Data from Gmail to Google Sheets with AI
This workflow monitors your Gmail for new emails containing PDF invoice attachments. It uses AI to extract key financial data such as company information, invoice numbers, line items, and taxes from the PDF. Finally, it creates a new Google Sheet, populates it with the extracted data, and organizes the file in Google Drive for accounting purposes.
Apps Used:
Gmail
Google Drive
Google Sheets
OpenAICategories:
How It Works
- 1When a new email is received in Gmail with a PDF attachment
- 2Check if the attachment is a PDF
- 3Extract text from the PDF attachment using an OCR reader
- 4Use an AI to extract invoice details like company name, invoice number, line items, and total amount from the extracted text as JSON
- 5Create a new Google Sheet
- 6Add a row to the Google Sheet with the extracted invoice data
- 7Move the created Google Sheet to a specific folder in Google Drive
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