Google Drive invoice extractor

Created by
Relay.app logoRelay.app Team
Relay.app screenshot of: Google Drive invoice extractor
Relay.app screenshot of: Google Drive invoice extractor

Steps in this workflow

1
Google Drive logo
File added to folder
2
OpenAI logo
Extract with GPT-4o-mini
3
Google Sheets logo
Add row to sheet

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.

1
Google Drive logo
File added to folder
Relay.app screenshot of: Trigger
Trigger File added to folder
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
2
OpenAI logo
Extract with GPT-4o-mini
Relay.app screenshot of: Step 2: Extract with GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Author picture (Jeroen Jillissen)

It can be tough to keep track of all expenses, so why not automate it!
This workflow listens for new receipts or invoices being added to a Drive folder. Every time this happens it will kick off a new run where it extracts all relevant information from the file, using an AI extract step, and adds it to a Google Sheet.

By adding instructions we can describe what categories we would like to see, to help and steer the model towards a consistent outcome.

Jeroen Jillissen
Designer