How the Automation Works

How the Automation Works

Seamless Integration with Existing Systems and Workflows

The Intelligent Automation Workflow

  1. File Detection: Google Drive automatically identifies when new invoice PDFs are uploaded to a designated folder

  2. AI Processing: LlamaParse analyzes the document, extracting vendor information, invoice numbers, dates, line items, and totals regardless of format

  3. Data Structuring: The system organizes extracted data into properly formatted records

  4. Database Storage: All information is automatically saved to Airtable with proper relationships maintained between invoices and line items

  5. Verification Ready: Finance teams can quickly review results and take action on the processed data

This solution requires minimal technical overhead with straightforward, no-code configuration of existing cloud services.