Invoice data from email — straight into a sheet

The scenario catches invoices in your email, pulls the amount, date and details from the PDF, files it into a storage folder and adds the data as a row in your sheet.

  • Watches for invoices in Customer.io
  • Pulls the amount, date and details from the PDF
  • Files it into an invoices folder in Extract from File
  • Adds the data as a row in таблица — no manual retyping
Google Sheets
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How it works

To move data from Customer.io to Extract from File automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Gmail Trigger
  2. Check: Attachment Verification
  3. Then: Extract Invoice data
  4. Then: Invoice AI Agent
  5. Then: Create blank spreadsheet
  6. Then: Move spreadsheet in invoice folder
  7. Then: Preparing Final data
  8. Then: Final Spreadsheet with Invoice data
  9. Then: OpenAI Chat Model

You can launch this Customer.io + Extract from File integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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