Emailed invoices — into your books, automatically

The scenario reads invoices from attachments in your Gmail, AI extracts amounts and vendor, flags doubtful ones for approval in Microsoft Teams, books an entry in QuickBooks Online and keeps a log in Quick Base.

  • Reads invoices from PDFs and images
  • Verifies totals and books them
  • Doubtful ones go to you for approval
  • A full log in a table
Set it upScriptera

How it works

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

  1. Starts when: Invoice Email Trigger
  2. Then: Workflow Configuration
  3. Then: Capture Invoice Metadata
  4. Check: Check File Type
  5. If yes: Extract Text from PDF
  6. Check: Merge OCR Results
  7. Then: AI Invoice Extractor
  8. Then: Validate and Recalculate Totals
  9. Then: Mask PII Data
  10. Check: Check if Review Needed
  11. If yes: Send Review Request
  12. Then: Wait for Human Review
  13. Then: Create QuickBooks Bill
  14. Then: Prepare Audit Log Entry
  15. Then: Log to Audit Trail
  16. Then: Send Success Notification
  17. If no: OCR for Images
  18. Then: OpenAI GPT-4
  19. Then: Invoice Schema Parser
  20. Then: OpenAI GPT-4 for Parser

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

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