Automatically read invoice data using AI and transfer data to Google Sheets; store files in Google Drive.

■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.

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■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.

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‍■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.