Automated Invoice Processing from Emails
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Automatically processes incoming emails to extract invoice data and store it in an Excel sheet.
About This Workflow
This workflow automates the tedious task of managing incoming invoices from emails. It leverages AI to classify emails, identify invoice attachments, extract relevant data from these invoices, and finally, logs the extracted information into a Microsoft Excel workbook. This significantly reduces manual effort and potential errors in finance departments.
Key Features
- Email Monitoring: Fetches recent emails from a specified Outlook folder.
- AI-Powered Classification: Uses a text classifier to determine if an email is an invoice.
- Attachment Handling: Downloads attachments from relevant emails.
- AI Invoice Verification: Employs Gemini Vision AI to confirm if an attachment is a valid invoice and if it's issued correctly.
- Data Extraction: Utilizes Gemini Vision AI via HTTP requests to extract detailed invoice information (invoice number, date, amount, supplier details, etc.).
- Structured Output: Parses the extracted data and merges it with original email metadata.
- Excel Integration: Appends the extracted invoice data to a Microsoft Excel spreadsheet for review and further processing.
How To Use
- Configure Microsoft Outlook Credentials: Ensure your Microsoft 365 credentials are set up and point to the correct mailbox and folder (
foldersToIncludeparameter inGet Recent Messagesnode). - Configure Google Gemini API Credentials: Set up your Google Gemini (PaLM) API account credentials.
- Configure Microsoft Excel Credentials: Set up your Microsoft Excel account credentials and specify the target
workbookandworksheetIDs in theMicrosoft Excel 365node. - Adjust Email Filters: Modify the
receivedAfterandfoldersToIncludeparameters in theGet Recent Messagesnode as needed. - Review AI Prompts: The
Message Classifierand the Gemini HTTP request nodes contain prompts that can be adjusted for better accuracy if needed. Specifically, review theinputTextinMessage Classifierand thetextinInvoice Classifier With Gemini 2.0andFile-Based OCR with Gemini 2.0nodes. - Run the Workflow: The workflow is triggered by a schedule (
Schedule Trigger).
Apps Used
Workflow JSON
{
"id": "b3e270d0-de7a-4a16-a4f5-4d10e728a38f",
"name": "Automated Invoice Processing from Emails",
"nodes": 12,
"category": "Finance",
"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: b3e270d0-de7a...
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