
How the Automation Works
Technical Process from Email to Structured Data
The Automated Process Flow
- Email Monitoring: Continuously scans Gmail for unread emails with PDF attachments
- File Extraction: Automatically saves invoice PDFs to a designated Google Drive folder
- AI Analysis: Leverages OpenAI's GPT-4o to intelligently extract key data points - date, description, amount
- Data Structuring: Populates Google Sheets with formatted invoice information
- 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.