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Extract information from invoices and add this to a spreadsheet.

Extract information from invoices and add this to a spreadsheet.

Relay.app screenshot of: Extract information from invoices and add this to a spreadsheet.
Relay.app screenshot of: Extract information from invoices and add this to a spreadsheet.

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.

AI
Google Drive integrationsGoogle Drive
OpenAI integrationsOpenAI
Google Sheets integrationsGoogle Sheets

Steps in this workflow

1
File added to folder
2
Extract with GPT-4o-mini
3
Add row to sheet

How it works

Relay.app screenshot of: Trigger
1
File added to folder
App Google Drive
Trigger File added to folder
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
smart_displayHow To Set Up A Trigger - Tutorial
Relay.app screenshot of: Step 2: Extract with GPT-4o-mini
2
Extract with GPT-4o-mini
AppOpenAI
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
AppGoogle Sheets
Documentation
descriptionActions 101
Author picture (Jeroen Jillissen)

It can be tough to keep track of all expenses, so why not automate it!
This workflow listens for new receipts or invoices being added to a Drive folder. Every time this happens it will kick off a new run where it extracts all relevant information from the file, using an AI extract step, and adds it to a Google Sheet.

By adding instructions we can describe what categories we would like to see, to help and steer the model towards a consistent outcome.

Jeroen Jillissen
Designer