Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Who is this for? Teams that receive documents via email (invoices, receipts, contracts) and want structured data automatically extracted and added to a spreadsheet - without manual data entry. What it does This template contains two connected flows: Scenario 1 - Upload: Watches Gmail for new emails with attachments, labels them as "Processing", uploads the attachment to DocuPipe for AI-powered extraction, and saves a backup copy to Google Drive. Scenario 2 - Process & Save: When DocuPipe finishes extracting, the webhook fires, results are fetched, processed into a flat row format, enriched with metadata (document name, timestamp), and appended as a new row in your Google Sheet. How to set up Install the DocuPipe community node via Settings > Community Nodes Connect your Gmail account Create a Gmail label called "DocuPipe - Processing" (or customize the label name) Sign up at docupipe.ai, then get your DocuPipe API key at app.docupipe.ai/settings/general Select an extraction schema in the Upload node Connect your Google Drive account and select a backup folder Connect your Google Sheets account and select your spreadsheet Ensure your sheet's column headers match the schema field names Activate the workflow Requirements A DocuPipe account with an API key A Gmail account A Google Drive folder for backups A Google Sheets spreadsheet Self-hosted AlekSystem (required for community nodes) Note: Requires the DocuPipe community node. Install via Settings > Community Nodes. Categories: Productivity, Data & Storag
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