Invoices from a folder — into a table with recognition

A new invoice in the folder is recognized by the scenario itself: the AI pulls the amount, date and vendor, creates a record in the table and sorts files into 'done' and 'errors' folders.

  • Invoice data is recognized with no manual entry
  • A record is created in the table automatically
  • Files are sorted into 'done' and 'errors'
  • Unreadable invoices aren't lost
Google Drive
Set it up for yourselfScriptera

How it works

To create Google Drive records from okoCrm without manual input, use a ready-made scenario.

  1. Starts when: OCR folder
  2. Check: Loop Over Items
  3. Then: file name & ID
  4. Then: Download file
  5. Then: AI Agent-OCR
  6. Then: Data Cleaner
  7. Then: AirTable - Create a record1
  8. Then: Move successful
  9. Then: Move failed
  10. Then: OpenAI Chat Model

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

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