Invoices from a folder — parsed into a table

Drop an invoice into a folder — the scenario reads it, recognizes amounts, dates and the vendor and adds it as a row in a table.

  • New files in the folder picked up automatically
  • Both PDFs and scans recognized
  • Amounts, dates and vendor sorted into columns
  • Each invoice as a row in the table
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: 1a. Updated file trigger
  2. Then: 2. Download file
  3. Check: 3. Route
  4. If yes: 4. Extract data from PDF
  5. Then: 5. Reasoning Agent
  6. Then: 6. Edit Field
  7. Then: 7. Split data
  8. Then: 8. Fill Template
  9. If no: 4. Extract Data Agent
  10. Then: 5. Reasoning Agent1
  11. Then: 6. Edit Field1
  12. Then: 7. Split Data
  13. Then: 8. Fill Template1
  14. Then: Azure OpenAI Chat Model
  15. Then: Azure OpenAI Chat Model2
  16. Then: Azure OpenAI Chat Model3
  17. Then: Structured Output Parser
  18. Starts when: 1b. Created file trigger

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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