Documents & Finance
Extract Invoice Data from Email into Google Sheets
Watch Gmail for supplier invoices, parse the PDF with LlamaParse, extract the fields with AI and add them to Google Sheets.
Starts on: New Gmail email
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Documents & Finance
Remove Personal Data from CSV Files
Watch a Google Drive folder for CSV files, detect personal data columns with OpenAI and upload a cleaned copy.
The Problem
Teams need to share data exports with vendors or analysts, but removing names, emails and phone numbers by hand is error prone.
How This Template Solves It
An analyst drops an export into a watched folder. OpenAI identifies which columns contain personal data, those columns are removed, and the sanitized file is uploaded back to Google Drive.
How It Works
- 1A Google Drive trigger detects new CSV files in a folder.
- 2Downloads and reads the file.
- 3OpenAI returns the names of the columns that contain personal data.
- 4Removes those columns.
- 5Uploads the sanitized CSV to Google Drive.
What You Need
- A Google Drive account
- An OpenAI API key
What Stays Under Your Control
- Someone checks the cleaned file before it is shared.
Watch Out For
- The file's data is sent to OpenAI to find personal data. Make sure that fits your privacy obligations.
- Personal data inside free text columns may not be detected.
Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.
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Extract Data from PDFs with Claude or Gemini
Send a PDF straight to Claude or Gemini to extract and reshape the information you need, and compare the two.
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Draft RFP Responses from Your Company Knowledge
Extract every question from an RFP document and draft answers from your company documents with an OpenAI assistant.
Starts on: Incoming webhook
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