Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
How it works Watches a Google Drive folder and triggers automatically when a new invoice PDF is uploaded Extracts raw text from the PDF and passes each invoice through an OpenAI powered agent that returns structured fields like vendor, amount, due date, and line items Fans the enriched data to three parallel outputs: a Google Sheets log, a Slack alert for overdue invoices, and a weekly summary email to Finance via Gmail Set up steps Connect Google Drive, Google Sheets, Gmail, Slack, and OpenAI credentials (~15 minutes total) Works best with text based PDFs; scanned invoices need OCR upstream of the extraction step Keep full setup details and prompt tuning tips in the sticky notes inside the workflow
Best fit
Categories
Services
Use cases
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