AI Extract from email

Relay.app screenshot of: AI Extract from email
Relay.app screenshot of: AI Extract from email

A very short automation to automatically extract key details from invoice emails (vendor name, amount, due date) and add it to an accounting spreadsheet

Steps in this workflow

1
Email received
2
Extract with GPT-4o-Mini
3
Add row to sheet

How it works

Relay.app screenshot of: Trigger
1
Email received
App Gmail
Trigger Email received
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Extract with GPT-4o-Mini
2
Extract with GPT-4o-Mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 3: Add row to sheet
3
Add row to sheet
Documentation
descriptionActions 101

See this workflow in action