Invoices from your inbox: data to a sheet, approval in chat

The scenario extracts the data from the attached invoice, logs it to a sheet and posts an approval card to chat. The status updates itself.

  • No retyping totals and vendor details
  • Approval is a single tap in chat
  • The invoice status in your sheet is always current
  • Late payments from slow approvals disappear
GmailWebhook
Set it upScriptera

How it works

To move data from express to Quick Base automatically, use a ready-made scenario — no manual exports.

  1. Starts when: 1. New Invoice Email Received
  2. Then: 2. Get Email Attachments
  3. Then: 3. Extract Text from PDF
  4. Then: 4. Prepare Text for AI
  5. Then: 5. Extract Invoice Data with AI
  6. Then: 6. Log Invoice to Google Sheet
  7. Then: 7. Send Approval Request to Slack
  8. Then: OpenAI Chat Model
  9. Starts when: Webhook (Approve)
  10. Then: 8a. Extract Invoice ID
  11. Then: 9a. Update Status to Approved
  12. Then: 10a. Send Approval Confirmation
  13. Starts when: Webhook (Reject)
  14. Then: 8b. Extract Invoice ID
  15. Then: 9b. Update Status to Rejected
  16. Then: 10b. Send Rejection Confirmation
  17. Then: Structured Output Parser

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

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