Extract Invoice Data from Google Drive PDFs with AI and Email Alerts
This workflow automatically triggers when a new PDF invoice is uploaded to a specified Google Drive folder. It extracts key invoice details using AI, logs this data into a Google Sheet, and then generates and sends an email alert to the billing team via Gmail with a summary of the processed invoice.
Apps Used:
Google Drive
PDF OCR Reader
LLM
Google Sheets
GmailCategories:
How It Works
- 1When a new PDF is uploaded to a specific Google Drive folder
- 2Download the uploaded PDF
- 3Extract all text from the PDF using OCR
- 4Extract invoice number, client name, client email, client address, client phone, invoice date, due date, and total amount from the extracted text
- 5Add the extracted invoice data as a new row to a Google Sheet named "Invoice Database"
- 6Generate a summary email for the billing team confirming the new invoice processing and logging
- 7Send the generated email to the billing team via Gmail
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