How the Automation Works

How the Automation Works

Technical Process from Email to Structured Data

The Automated Process Flow

  1. Email Monitoring: Continuously scans Gmail for unread emails with PDF attachments
  2. File Extraction: Automatically saves invoice PDFs to a designated Google Drive folder
  3. AI Analysis: Leverages OpenAI's GPT-4o to intelligently extract key data points - date, description, amount
  4. Data Structuring: Populates Google Sheets with formatted invoice information
  5. Reference Creation: Links each spreadsheet entry back to the stored document

This entire process happens in the background, requiring minimal setup and zero ongoing maintenance.