PDF invoice processing with approval — automatically

The scenario reads invoices from email, a folder or a form with AI, sends them for approval and logs the approved ones to a sheet.

  • Invoices accepted from email, storage and a form
  • AI extracts the number, amount, vendor and date
  • Approval right in the email — approve or reject
  • Approved invoices go straight to the sheet, no manual entry
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How it works

To pass leads from Microsoft SQL to Microsoft Outlook automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Invoice Folder Monitor
  2. Then: Download Invoice PDF
  3. Then: Extract Text from Drive PDF
  4. Then: Invoice Parser AI Agent
  5. Then: Send Invoice for Approval
  6. Check: Check Approval Decision
  7. If yes: Insert Invoice Data
  8. If no: Send Rejection Alert
  9. Then: OpenAI Chat Model
  10. Then: Structured Output Parser
  11. Starts when: Monitor Email Attachments
  12. Then: Extract Text from Email PDF
  13. Starts when: Upload Invoice (PDF) Form
  14. Then: Extract Text from Form PDF

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

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