Automate PDF Invoices Data Transfer to Google Sheets with ChatGPT & Zapier | Tutorial
ฝัง
- เผยแพร่เมื่อ 20 ต.ค. 2023
- Learn to extract amounts, dates, and client details from PDF invoices in Google Drive. This tutorial demonstrates how to automate data transfer to Google Sheets using ChatGPT and Zapier, streamlining invoice management.
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Key Takeaways:
✩ PDF Parsing Techniques: Detailed methods to extract vital data elements from invoices in Google Drive.
✩ Data Mapping & Transfer: Instructions on linking the extracted data to specific cells/columns in Google Sheets.
✩ Setting Up Triggers with ChatGPT & Zapier: A walkthrough on creating automated workflows for real-time updates using both tools.
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Welcome! I'm Corbin ai, the CEO behind the vision of Webcafe AI Nexus. While I lead our ventures into the vast world of AI-driven solutions, it's no secret that my fuel is a mix of tech enthusiasm and copious amounts of coffee. I’m on a mission to architect an ecosystem of AI-focused SaaS platforms, all destined to reshape the business landscape.
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![[51] You can use ChatGPT with Code Interpreter to extract invoice info from PDF files!](http://i.ytimg.com/vi/UaEaqfKAgcs/mqdefault.jpg)
![[Live สด] การออกรางวัลสลากกินแบ่งรัฐบาล งวดวันที่ 16 มิถุนายน 2567](http://i.ytimg.com/vi/P3WkqO9gKjo/mqdefault.jpg)
Hi all! Exciting news - we've integrated a PDF Reader right into ChatGPT. It's built to handle large PDFs with ease and is completely free for you to use.
👉 GPT [PDF Reader] - chat.openai.com/g/g-QSh6KHL3S-pdf-reader
Bro the GPT reader is not reading ceratin fields. Can we do a quick zoom call
This was sooooo helpful! Thank you!
Great content! More videos like this. More zapier automations preferred. Keep up the great work!
More to come!
You are dope bro! Back to back 💰🚀
🙌
Navigate to key moments👇
made via tubestamp.com
01:40 - Uploading example PDF invoice for demonstration.
02:05 - Setting up a new zap in Zapier for automation.
03:26 - Converting PDF into Google Doc via Google Drive.
04:59 - Extracting data from Google Doc using Zapier code block.
06:28 - Formatting extracted data for Google Sheets.
07:21 - Discussing need for context in invoice data prompts.
09:39 - Using formatter block for text formatting in Zapier.
10:32 - Splitting data points for spreadsheet columns with formatter block.
11:48 - Creating new spreadsheet row with formatted data.
15:51 - Inviting suggestions for future automation topics.
16:09 - Recommending AI integration playlist by Zapier.
Recap by TubeStamp ✏️
Corbin, how would you use the new Actions/Function Calling feature to directly have GPT push the invoice data to Google Sheets? Is there a Zap or a webhook that accepts JSON and directly adds the data?
Corbin, thanks for your valuable sharing. However, I am interested in to extract the table contents and further insert into the excel sheet. I am facing the issue that the numbers of the content in the table is different every time. Could you share your experience that how I can solve this issue. Many thanks.
Thanks!
JavaScript Code:
const response = await fetch(inputData["text"]); const text = await response.text(); const words = text.split(" "); output = { result: words.slice(0, 10000).join(" ") };
iput this code in but it says my input data is not defined
Hey Corbin, great channel exactly what I am looking for, I have a question, what would be the best approach to extract the line item details into a table or spreadsheet
Thank you! We could either set up GPT logic for this or fix variables depending on your use case. Here is another great spreadsheet video you may be interested in:
th-cam.com/video/kL4gyBPkcv8/w-d-xo.html
thankiu brooooo
can we use a localgpt running in a raspberry pie and have it more cost effecient than using openai ?
hi Corbin I love your shows. I followed your instructions to build the system however in Zapier eventhogh I have ChatGPTPlus (paid version) from the dropdown I can only choose ChatGPT 3.5 do you know why?
Thanks a bunch for the video reply! Seriously, I appreciate it. So, here's the thing, I've got a couple of questions: 1) If I drop like 5 files at once into Google Drive, does Zapier process all of them? Or is it just like one every 15 minutes? 2) It seems like it doesn't really pick up on the 'new file' trigger when the files are super old. ¿have you experience something like that?.
Thank you for the feedback. Regarding the Google Drive function, it will poll every couple of minutes to check for new files in the drive folder. If any new files are found, it will proceed with the automation. Therefore, if there are 5 new files in the folder, it will process each one separately.
is it possible to also use gpt 3.5 or any other free AI tool. Because i tried it wirth gpt 3.5 and its giving me out that there are too much tokens. I already shorted my PDF multplie times and its still not working.
Hello my friend as my bussiness is of freight forwarding...could you please make a video for automatically feeding data from my clients invoices that they provide me into my company's house bill of lading format which is in an Excel sheet
Great video! How can we use GPT4-Vision to analyze the poor-quality image pdf files for greater accuracy?
Hey! I have made a video similar to this request here:
th-cam.com/video/z_JEmxqIZvg/w-d-xo.htmlsi=iaL5RSKL5aRHoPv5
@@webcafeai Thanks Corbin!
How long we will keep using Chat GPT ? Invoices are mostly private data, no corporate will use chatGPT.
@Corbin ai > New to your channel what is the Code that you put in the third step?
Hey! Check out this new Zapier block that does the same output with no code:
th-cam.com/video/D8-6HELz6wA/w-d-xo.html&ab_channel=Corbinai
Wouldn’t a faster way to do this, would be to use OCR software to convert the PDF into text?
The way we convert the PDF to text in this context is a free option for many users. When adding more complexity to this flow, such as receiving the invoice from Stripe in an API call, it can process better.
Hi Corbin, thanks for sharing this awesome video super helpful - I subscribed to your channel. I ve got a few questions for you. Here we go. Q1. the ZAP workflows on this video ensures every time when new PDF file(s) are dropped, it will process converting one PDF at a time then add a new record in Google Sheet right? how often does this get completed every min/ few seconds? Q2. I know this video shows processing one PDF file at a time. Do you know is there other way to update this ZAP flows to process multiple PDF files then insert records in Google sheet (i.e., think of it like batch conversion). I was trying to ask this question to chatGPT but no luck configuring this solution yet.
Hey! For the first question, yes, you are correct. This automation will do one PDF at a time and complete it pretty fast, I would say, under 1 minute. Using this strategy, a user could drag and drop multiple PDFs into the folder.
For the second question, I would check out this recent video I did on Zapier Central. This may be more in line with the workflow you are looking for.
th-cam.com/video/mWtbOzaRjIg/w-d-xo.html
Would this automation process by the exact same for Make?
Certainly, as long as you have access to the same software in Make, this can be replicated there!
Let me know how that goes - I need to do exactly the same with Make (or, and I guess this won't work, IFTTT)
Do you accept consultation? I need help to automate my tasks at work pls. Thanks
Hey! As of now, I do not offer consulting, but here is a great resource you can check out: zapier.com/experts
What about extracting the line items from an invoice you receive from a vendor? Say we order from a specific vendor that sends us line item invoices, how can we extract the line items, prices, etc per transaction and automated it for every transaction?
In Summary I'm struggling to create an In->Out flow of inventory. In would be extracting invoicing line items as they come in from multiple vendors and out would be us manually inputting usage for each customer. Is this a challenge you're willing to accept? (:
@user-pc8jh6rj9q, this seems like a more complex extraction and also the matching to internal docs/ systems. For what industry is this? We built something along those lines for commodity trading
No way 👏🥳
😃
Have you tested your solution with multiple designs of invoices? Not all invoices have the same design. For something like this to be usable, the solution will have to be dynamic, in the sense that it can perform the task while accounting for different designs of invoices.
I would make a dedicated flow for the most common invoice formats and have multiple zaps then triggered on sender or other data. But that is just my input. Super valuable.
This can handle all types of invoices because the AI is reading plain text, so it won't take into account the design. If you have a specific invoice for a particular use case, I would suggest creating an automation specific to each invoice design. This will guarantee consistent outputs across the board!
Hi, great video, but this no longer works. Following the steps exactly and i'm getting this error: While requesting "dev_file" from Google Drive we ran into an error: We could not calculate the length of your file - please pass a knownLength like z.stashFile(f, knownLength) on step 2 when i need to convert pdf to document file.
Hey! Check out this more recent video on how to achieve a similar output: th-cam.com/video/mWtbOzaRjIg/w-d-xo.html
Hi, I have this error when trying to run step number 3 "Failed to run your JavaScript code
2023-11-29T23:03:00.527Z a2407ada-d3da-4401-9d37-99e8a2c66771 Task timed out after 1.04 seconds"
What is this problem please?
From what I found this can be encountered when using the free account "That error is just what it sounds like - we give paid users' code steps 10 seconds each to execute (free users only get 1 second)."
@@jacksandra1 free zapper or free gmail? I have same error...
OK! I know this: free Zapier allows to run code within 1 second...
@@TomaszWiniarskiIndesignExpert free Zappier, if you use a paid subscription the code has time to process
I had the same issue. Had to upgrade my account.
getting the following error on code block: Failed to run your JavaScript code
Error: only http(s) protocols are supported