Automate Invoice Processing with AI and LlamaParse
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Streamline your invoice management by automatically extracting data from emails and complex PDFs. This workflow leverages AI and LlamaParse to accurately capture invoice details and store them in your Google Sheets for seamless reconciliation.
About This Workflow
This powerful workflow automates the tedious task of invoice processing. It begins by monitoring your Gmail for invoices with attachments, specifically from PayPal. Upon detection, it utilizes LlamaParse, an advanced PDF parsing tool, to extract structured data from potentially complex invoices, including those with tables and embedded objects. The extracted information is then processed by an OpenAI model for intelligent data structuring. Finally, all parsed invoice details are appended to a Google Sheet, ready for reconciliation and analysis. This solution significantly reduces manual data entry and speeds up your financial operations.
Key Features
- Gmail Integration: Automatically scans for incoming invoices with attachments.
- Advanced PDF Parsing: Leverages LlamaParse to handle complex PDFs, tables, and figures.
- AI-Powered Data Extraction: Uses OpenAI's GPT-3.5 Turbo to intelligently structure extracted data.
- Structured Output: Parses invoice data into a predefined JSON schema for consistency.
- Google Sheets Integration: Appends extracted invoice details to a reconciliation sheet for easy access.
How To Use
- Configure Gmail Trigger: Set up the
Receiving Invoicesnode to connect to your Gmail account and define filters to identify incoming invoices (e.g., sender, subject,has:attachment). Ensure attachment downloading is enabled. - Set up LlamaParse Upload: Configure the
Upload to LlamaParsenode with your LlamaIndex API credentials and ensure thefileparameter correctly points to the attached invoice file from the Gmail trigger. - Integrate OpenAI Model: Connect the
OpenAI Modelnode, providing your OpenAI API credentials. Configure it to process the output from LlamaParse. - Define Structured Output: Set up the
Structured Output Parsernode, defining a comprehensive JSON schema that accurately represents all the fields you want to extract from invoices (e.g., dates, numbers, names, addresses, line items). - Configure Google Sheets Append: Connect the
Append to Reconciliation Sheetnode to your Google account and select the target spreadsheet and worksheet. Map the fields from the structured output to the corresponding columns in your sheet.
Apps Used
Workflow JSON
{
"id": "86807486-6b25-4628-8ab8-dac57b8c8bd1",
"name": "Automate Invoice Processing with AI and LlamaParse",
"nodes": 25,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 86807486-6b25...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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