Save time on invoice entry by turning invoice emails into clean rows in a spreadsheet. Ideal for finance teams, bookkeepers, and small businesses that receive PDF invoices by email and need fast, accurate records.
The flow watches Gmail for messages with PDF attachments from chosen senders. It skips emails that already have a special label to avoid duplicates. Each attachment is sent to LlamaParse for advanced PDF parsing, and the workflow waits and checks until the job is ready. Parsed content is then passed to an OpenAI model with a structured output parser to extract fields like invoice date, number, supplier, items, and totals. The results are mapped to your column names and appended to Google Sheets. Finally, the source email gets an invoice synced label for traceability.
Set the sender filter, create the invoice synced label, connect your LlamaIndex and OpenAI keys, and pick your Google Sheet. Expect major time savings and cleaner data with fewer mistakes. This setup is great for monthly reconciliation, expense tracking, and vendor management where PDFs vary in layout but must land in one reliable sheet.