Every invoice from your inbox — into one table

The scenario catches invoices in почта, an AI reads the details, the file is saved to Microsoft OneDrive, and the number, date, supplier and amount go into yclients.

  • Invoices stop getting lost in your inbox
  • Number, date, supplier, amount in columns
  • The invoice file is saved alongside
  • Works with PDFs and with plain email text
Gmail
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Gmail Trigger
  2. Then: Get a message
  3. Then: Code in JavaScript
  4. Then: Extract from File
  5. Then: Invoice Recognition Agent
  6. Check: Check wether it is an invoice
  7. If yes: Invoice Data extractor
  8. Check: Check wether it was a file-invoice or text invoice
  9. If yes: Document the invoice parameters
  10. Check: Merge
  11. Then: Upload file
  12. Then: Update Invoice parameters
  13. Then: Mark a message as read
  14. If no: Update text Invoice parameters
  15. Then: OpenAI Chat Model
  16. Then: Structured Output Parser
  17. Then: OpenAI Chat Model1
  18. Then: Structured Output Parser1
  19. Then: OpenAI Chat Model2

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

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