Automatically read invoice data using AI and transfer data to Google Sheets; store files in Google Drive.
Automatically read invoice data using AI and transfer data to Google Sheets; store files in Google Drive.
Launch this workflow to connect
Google Sheets &
Google Drive &
Slack
!
■Overview
This is a workflow that automatically reads invoice data submitted through a form using AI and stores that information in a Google Spreadsheet.
You can add the contents of the invoice to the database quickly and accurately without manual input.
■Setup Instructions
1. Integrate Google Spreadsheet, Slack, Google Drive, and Yoom. (My App Integration)
2. Create a form trigger to create a form where invoice data can be attached.
3. In the "Read Text from Image/PDF" operation, set the items you want to extract using the "Read Text Information from PDF or Image File" action.
4. In the "Request Action from Person in Charge" operation, include a human check before storing the read information.
5. Set the extraction items configured in the "Read Text from Image/PDF" operation in the input form.
6. Use the "Add Record" action in the "Operate Database" operation to add the acquired information to the spreadsheet.
7. Configure the settings to match the columns set in the spreadsheet with the read items.
8. In the "Upload File" action of Google Drive, configure the storage location and file name settings.
9. In the "Send Message to Channel" action of Slack, configure the settings for any message and destination channel.
■Notes
・You are free to set the extraction items and spreadsheet items as you like.
・Ensure that the columns in the spreadsheet correspond appropriately to the extracted information.
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About the Apps
Templates using
Google Sheets
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Slack
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About the apps you use
Google Sheets
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Google Drive
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Slack
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No-Code API Actions
Executable API actions
Flowbot triggers
When a row is added
When a row is updated
New File or Folder Created
When a new file or folder is created in a specified folder
When a specific file is created or updated
When a file containing specific keywords is created
When a message is posted to a channel
When a file is posted to a channel
When a message is posted to a channel (Webhook)
When a reaction is added to a message (Webhook)
When a user is mentioned in a channel
When a message containing specified text is posted to a channel
When your Slack app is mentioned (Webhook)
When mentioned in a channel (multiple users)
When a message containing specified text is posted to a channel (Regular expression)
When a new channel is created (Webhook)
When a message is posted in a thread (Webhook)
When mentioned in a channel (multiple users & user groups)
Flowbot operations
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Hide a sheet
Add a note to the specified cells
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
New File or Folder CreatedWhen a new file or folder is created in a specified folderWhen a specific file is created or updatedWhen a file containing specific keywords is created
Flowbot operations
Create FolderDuplicate fileSearch Files and Folders in a Specific FolderDelete FileUpload FileDownload fileDownload Google Sheets fileDownload Google SlidesDownload Google Docs fileList files and folders in a specific folderRename FileGet file/folder infoConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashGet list of file or folder permissionsUpdate description for a file or folderChange File Destination FolderCreate a shortcut to a fileConfigure download and copy permissionsList folders in a specific folderConvert a file to Google DocsDownload a Google Sheet (specify sheet)Change sharing to "Anyone with the link"Search files and folders in a specific folder (excluding Trash)Convert a presentation file to Google SlidesConvert a PDF file to Google DocsGrant file or folder permissions to a specific organizationUpdate a specific fileRemove permissions from a file or folderCreate a shared driveSearch shared drivesCopy file (detailed options)Search files and folders
Flowbot triggers
When a message is posted to a channelWhen a file is posted to a channelWhen a message is posted to a channel (Webhook)When a reaction is added to a message (Webhook)When a user is mentioned in a channelWhen a message containing specified text is posted to a channelWhen your Slack app is mentioned (Webhook)When mentioned in a channel (multiple users)When a message containing specified text is posted to a channel (Regular expression)When a new channel is created (Webhook)When a message is posted in a thread (Webhook)When mentioned in a channel (multiple users & user groups)When a reaction is removed from a message (Webhook)
Flowbot operations
Send message to channelSend direct messageGet member IDs in a channelCreate channelInvite members to channelGet user group listPost message to threadArchive channelGet messages in a threadList public channelsRemove a member from a private channelFind user by email addressGet user infoGet a specific messageGet message linkDelete messageGet users in a user groupGet reactions for a messageCreate a user groupList channel messagesSend a message to a channel with attachmentsList rows in a listCreate listUpdate listGet a specific list rowRemove list accessMore inspiration for you
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