Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
This workflow reads PDF textual content and sends the text to OpenAI. Attachments of interest will then be uploaded to a specified Google Drive folder. For example, you may wish to send invoices received from an email to an inbox folder in Google Drive for later processing. This workflow has been designed to easily change the search term to match your needs. See the workflow for more details. Prerequisites OpenAI credentials. Google credentials. How it works Triggers off on the On email received node. Iterates over the attachments in the email. Uses the OpenAI node to filter out the attachments that do not match the search term set in the Configure node. You could match on various PDF files (i.e. invoice, receipt, or contract). If the PDF attachment matches the search term, the workflow uses the Google Drive node to upload the PDF attachment to a specific Google Drive folder.
Best fit
Categories
Services
Use cases
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