Invoice bookkeeping from PDFs: drop the file, the data appears

The scenario watches your invoice folder, pulls the vendor, amount and due date out of each PDF, appends a row to your sheet and flags overdue ones in chat.

  • No more retyping amounts
  • Overdue invoices are flagged immediately
  • Multiple attachments are parsed separately
  • A weekly summary arrives by email
Google Drive
Set it upScriptera

How it works

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

  1. Starts when: Google Drive Trigger1
  2. Then: Download file1
  3. Then: Extract from File1
  4. Then: 04 | Code Split PDF Attachments into Items
  5. Then: AI Agent
  6. Then: 07 | Code Parse and Enrich Invoice Data
  7. Then: 08 | Google Sheets Append to Invoice Log
  8. Then: 11 | Code Generate Weekly Summary Stats
  9. Then: 12 | Gmail Email Weekly Report to Finance
  10. Then: 10 | Slack Alert Finance on Overdue Invoices
  11. Then: OpenAI Chat Model

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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