Automate invoice processing with OCR, GPT-4 & Salesforce opportunity creation

PDF Invoice Extractor (AI)

End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive.

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Node by node (what it does & key setup)

1) Google Drive Trigger - Purpose: Fire when a new file appears in a specific Google Drive folder. - Key settings: - Event: fileCreated - Folder ID: google drive folder id - Polling: everyMinute - Creds: googleDriveOAuth2Api - Output: Metadata { id, name, ... } for the new file.

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2) Download File From Google - Purpose: Get the file binary for processing and archiving. - Key settings: - Operation: download - File ID: ={{ $json.id }} - Creds: googleDriveOAuth2Api - Output: Binary (default key: data) and original metadata.

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