Automated AI Invoice Data Extraction & Google Sheets Email Alerts

Overview

This workflow automates the extraction of invoice data from PDF files using advanced AI models and seamlessly updates Google Sheets while sending timely email alerts. It streamlines invoice processing by integrating Google Drive, AI-powered data extraction, and Gmail notifications.

Key Features

• Automated Trigger: Monitors Google Drive for new PDF uploads.
• AI Data Extraction: Utilizes LangChain and OpenAI/Ollama models to extract structured invoice data from PDFs.
• Data Storage: Updates Google Sheets with extracted information for easy tracking and reporting.
• Email Alerts: Sends automated Gmail notifications when new invoices are processed.
• Vector Database: Optionally stores extracted data in a PGVector database for advanced analytics or retrieval.

Benefits

• Efficiency: Eliminates manual data entry, reducing errors and saving time.
• Real-Time Updates: Ensures stakeholders are promptly informed via email.
• Scalability: Handles large volumes of invoices with minimal human intervention.
• Centralized Data: Keeps all invoice data organized in Google Sheets for easy access.

Use Cases

• Accounts payable automation for finance teams.
• Automated record-keeping for e-commerce or service businesses.
• Real-time invoice tracking and alerting for project managers.

Integrations

• Google Drive (trigger & file management)
• LangChain AI (data extraction)
• OpenAI/Ollama (language models)
• Gmail (email notifications)
• Google Sheets (data storage)
• PGVector (optional vector database)