Extract and Track Receipt Data with VLM Run and Google Drive + Airtable Workflow Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

Simplify expense tracking with AI-powered automation that extracts receipt data and organizes it instantly. What this workflow does Watches Google Drive for new receipt uploads (images/PDFs) Automatically downloads and prepares files for processing Parses key details using the trusted VLM Run node (merchant, customer, amount, currency, date) Stores structured records in Airtable for real-time tracking Setup Prerequisites: Google Drive & Airtable accounts, VLM Run API credentials, AlekSystem instance. Install the verified VLM Run node by searching for VLM Run in the node list, then click Install. Once installed, you can start using it in your workflows. Quick Setup: Configure Google Drive OAuth2 and create a receipt upload folder Add VLM Run API credentials Create an Airtable base with fields: Customer, Merchant, Amount, Currency, Date Update folder/base IDs in workflow nodes Test and activate How to customize this workflow to your needs Extend functionality by: Adding categories, budgets, or approval steps Syncing with accounting tools (QuickBooks, Xero) Sending Slack or email alerts for processed receipts Enabling error handling and duplicate checks This workflow eliminates manual data entry and creates a seamless, automated system that saves time and improves accuracy.

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