Automate Invoice Data Extraction with LlamaParse and OpenAI
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Automatically extract structured data from incoming invoice PDFs using LlamaParse for advanced parsing and OpenAI for intelligent data interpretation. The extracted data is then appended to a Google Sheet.
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About This Workflow
Overview
This n8n workflow automates the process of extracting structured data from invoices received via email. It leverages LlamaParse, a powerful PDF parsing tool from LlamaIndex, to handle complex PDFs containing tables and figures, and then uses OpenAI's language model to interpret and structure the extracted information. Finally, the parsed data is appended to a Google Sheet for reconciliation and further analysis.
This workflow is ideal for businesses that receive a high volume of invoices in various formats and need to efficiently extract key information without manual data entry. By using LlamaParse, it overcomes limitations of simpler PDF text extraction, and by integrating with OpenAI, it provides intelligent data structuring based on a predefined JSON schema.
Key Features
- Automatically fetches invoices with attachments from Gmail.
- Utilizes LlamaParse for advanced PDF parsing of complex documents.
- Employs OpenAI (GPT-3.5 Turbo) for intelligent data structuring.
- Defines a detailed JSON schema for structured invoice data extraction.
- Appends extracted invoice data to a Google Sheets reconciliation sheet.
How To Use
- Configure Gmail Trigger: Set up the Gmail trigger to monitor incoming emails for invoices, filtering by sender and requiring attachments.
- Set up LlamaParse Upload: Configure the 'Upload to LlamaParse' node with your LlamaIndex API credentials and ensure the attachment data is correctly passed.
- Monitor LlamaParse Job: Use the 'Get Processing Status' node to periodically check the status of the parsing job initiated with LlamaParse.
- Process with OpenAI: Once LlamaParse has processed the PDF, use the 'OpenAI Model' node to extract and structure the data according to the provided JSON schema.
- Configure Structured Output Parser: Define the JSON schema for the invoice data that you want to extract.
- Append to Google Sheets: Configure the 'Append to Reconciliation Sheet' node with your Google Sheets credentials and the target spreadsheet to store the extracted invoice details.
Apps Used
Workflow JSON
{
"id": "9dd41d86-2a6c-4fcd-b794-5c31db6edea7",
"name": "Automate Invoice Data Extraction with LlamaParse and OpenAI",
"nodes": 0,
"category": "PDF and Document Processing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 9dd41d86-2a6c...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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