Invoices from email into a sheet — automatically

The scenario finds invoice emails in your inbox, extracts the amount, date, and vendor, validates the data, and logs each invoice as a row in a sheet.

  • Invoice emails are found automatically
  • AI extracts the amount, date, and vendor
  • Data is validated before it's saved
  • A ready invoice register in a sheet
Guardrailsn8n Form
Set it up for yourselfScriptera

How it works

To move data from Keap to trueConf automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Enter Date till which you want email to be fetched
  2. Then: Get Email Content
  3. Then: Guardrail: Is Finance?
  4. Check: IF (Guardrail Passed)
  5. If yes: Filter Finance Keywords
  6. Then: AI Agent (Email OCR)
  7. Then: Validate Extraction
  8. Check: Check for Errors
  9. If yes: Apply Finance Rules
  10. Then: Log to Invoices Sheet
  11. Then: gpt 4o mini
  12. Then: OpenAI Chat Model

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

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