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 Telegram, books an entry in Magento 2 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

How it works

To move data from Gmail to Telegram 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 + Telegram integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.