This workflow helps you automate the extraction of data from PDF invoices and centralize them in a tracking sheet for easier approval. You can customize the required data fields, the target Google Sheet, and the monetary threshold for automatic approval flags. It uses Google Sheets to log every extracted invoice, recording details such as vendor name, invoice number, dates, line items, and payment terms. In this example, the workflow processes a batch of uploaded PDFs, identifying specific amounts and flagging any invoice over $5,000 or with missing information as needing review. The result is a structured, searchable ledger that highlights high-priority items for your accounting team.
What it does
1
Collect and download PDF invoice files from the provided input sources.
2
Extract raw text from each document to identify key billing and vendor details.
3
Parse specific fields including invoice numbers, dates, subtotals, taxes, and payment terms.
4
Validate extracted data against custom rules to flag missing fields or amounts exceeding an approval threshold.
5
Append the cleaned invoice data and its approval status to a Google Sheets tracker.
6
Generate a summary report categorizing invoices as ready, unreadable, or requiring manual review.
Connectors
Google SheetsHow to use
1
Use the template
Click "Use this template" to open this workflow in Kuse and start from a ready-made setup.
2
Connect your accounts
Authorise the connectors listed above. Kuse guides you through each OAuth flow in the workflow editor.
3
Customise
Adjust the search criteria, output format, or schedule to fit your specific use case. All fields are editable.
4
Activate
Turn on the schedule or trigger the workflow manually from your Workflows dashboard to run it for the first time.
