Extract & process invoices with Gemini AI, Google Sheets & Gmail notifications

AI-Powered Invoice Extraction & Automation System Workflow

Aim

The aim of the Invoice Data Automation workflow is to streamline invoice processing by extracting, validating, and storing invoice details automatically. It uses AI to read invoices (from images/PDFs), structures the data in JSON, checks for missing or duplicate entries, and records the information in a Google Sheet while also uploading the original invoice to Google Drive. Additionally, it sends email notifications for successful entries, duplicates, or missing fields.

Goal

The goal is to:

Allow users to upload invoice images/files via chat. Extract invoice data using AI and format it into a structured JSON. Validate mandatory fields like invoiceid, shopname, date, Total, and items. Check if the invoice already exists in the Google Sheet. Append new invoices to Google Sheets and upload the original file to Google Drive. Notify the user via email about success, duplicates, or errors.

This ensures that invoices are processed accurately, efficiently, and securely with minimal manual effort.

Requirements