Extract Invoice Data from Email into Google Sheets

Invoices arrive as email attachments, and someone types the date, number, supplier and line items into a spreadsheet or accounting tool.

A finance assistant receives invoices from a supplier. Each email with an attachment is picked up, the PDF is parsed with its tables intact, AI extracts fields such as invoice date, invoice number, purchase order and supplier details, the data is added to a sheet and the email is labelled as synced.

1. 1A Gmail trigger watches for emails from a chosen sender that have an attachment and no invoice synced label.
2. 2Sends the PDF to LlamaParse, which keeps tables and structure.
3. 3An AI chain with a structured output parser extracts the invoice fields.
4. 4Adds the data to Google Sheets.
5. 5Applies the invoice synced label so the email is not processed twice.

• A Gmail account
• A LlamaCloud account for LlamaParse
• An OpenAI API key
• A Google Sheet

• Finance checks extracted amounts before booking or paying.
• Approval and payment stay with your team.

• The prompt leaves a field blank when the AI cannot find it. Do not fill blanks with guesses.
• The author mentions a free LlamaCloud allowance at the time of writing. Check the current limits.