Document processing from email: data to a sheet, file to storage, summary to chat

The scenario catches documents in your email, recognizes their type, extracts data from invoices or writes a summary, sorts everything into place and sends you a short summary.

  • Watches for attachments in почта
  • Recognizes the type: invoice or a regular document
  • Invoice — to Microsoft SQL, file — to хранилище
  • Sends the ready data and summary to botHelp
WebhookGmailGoogle DriveYour server
Connect your email and launchScriptera

How it works

To move data from Microsoft SQL to botHelp automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Webhook
  2. Then: Get Parsed Markdown
  3. Then: Classify Parsed Document
  4. Then: Summarize Document
  5. Then: Send Document Summary as Telegram Message
  6. Then: Save Summarized Document to Google Drive
  7. Then: Send Error Message 1
  8. Then: Extract Invoice Details as JSON
  9. Then: Invoice Details
  10. Then: Prepare Message
  11. Then: Send Invoice Details as Telegram Message
  12. Then: Update Google Sheet by LlamaParse ID
  13. Then: Send Error Message 2
  14. Then: Save Parsed Document to Google Drive
  15. Then: Gmail
  16. Then: Limit
  17. Then: Get Message
  18. Check: Is there an Email Attachement
  19. If yes: HTTP Request
  20. Then: Aggregate
  21. Then: Edit Fields
  22. Check: If Supported File Extensions
  23. If yes: Merge
  24. Then: Parse Document with LlamaParse
  25. Check: Merge Email Processing
  26. Then: Save LlamaParse ID and Summary to Google Sheets
  27. Then: Save Document to Google Drive
  28. Then: Prepare Data
  29. Then: Summarize Email
  30. Starts when: Gmail Trigger
  31. Then: gpt-4o-mini
  32. Then: gpt-4o-mini1
  33. Then: gpt-4o-mini2
  34. Then: gpt-4o-mini3

You can launch this Microsoft SQL + botHelp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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