Extract PDF Data to Google Sheets
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Automatically extracts data from PDF attachments received via Gmail and appends it to a Google Sheet.
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About This Workflow
Overview
This workflow automates the process of handling PDF invoices or documents received via email. It triggers on new unread emails in Gmail, downloads the PDF attachment, uploads it to Google Drive, renames it, and then extracts specific data using an AI model. Finally, the extracted data is appended to a designated Google Sheet and the email is marked as read.
Key Features
- Triggers on new unread emails in Gmail with PDF attachments.
- Downloads and uploads PDF attachments to Google Drive.
- Renames files based on email subject and date.
- Moves files to a specified Google Drive folder.
- Extracts structured data from PDFs using an AI model (e.g., OpenAI).
- Appends extracted data to a Google Sheet.
- Marks emails as read after processing.
How To Use
- Gmail Trigger: Configure your Gmail credentials and set up filters to detect unread emails with attachments.
- Google Drive Setup: Ensure you have Google Drive credentials set up and provide the target folder ID.
- OpenAI Setup: Configure your OpenAI API key credentials.
- Google Sheets Setup: Set up Google Sheets credentials and specify the target spreadsheet and sheet name.
- Node Configuration: Adjust the
Setup1node for the correct Google Drive folder ID and theGoogle Sheetsnode for the correctdocumentIdandsheetName. - JSON Schema: Update the
Structured Output Parsernode'sjsonSchemato match the fields you want to extract from the PDF.
Apps Used
Workflow JSON
{
"id": "6d733007-5cbb-405e-a470-04291d57b0fb",
"name": "Extract PDF Data to Google Sheets",
"nodes": 0,
"category": "Data Extraction & Automation",
"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: 6d733007-5cbb...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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