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This rantir workflow automates the process of parsing and extracting data from PDF invoices. With this workflow, accounts and finance professionals can realize significant time and cost savings in their busy schedules.
How it works
- This workflow monitors an email inbox for incoming invoices from suppliers.
- It downloads the attached PDFs and processes them through a third-party service called LlamaParse.
- LlamaParse is specifically designed to handle and convert complex PDF data structures such as tables to markdown.
- Markdown is easier to process for LLM models, making data extraction by our AI agent more accurate and reliable.
- The workflow exports the extracted data from the AI agent to Google Sheets once the job is complete.
Requirements
- The email trigger must be configured to capture emails with attachments.
- The Gmail label "invoice synced" must be created before using this workflow.
- A LlamaIndex.ai account to use the LlamaParse service.
- An OpenAI account to use GPT for AI tasks.
- Google Sheets to store the output of the data extraction process, although this can be replaced with any service of your choice.
Customizing this workflow
This workflow uses Gmail and Google Sheets, but these can easily be swapped for equivalent services like Outlook and Excel.
Not using Excel? Simply redirect the output of the AI agent to your preferred accounting software.
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