Automate PDF Invoices Data Transfer to Google Sheets with ChatGPT & Zapier | Tutorial

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.
SUBSCRIBE for more! 👉 bit.ly/3zlUmiS 👈
Navigate AI with Us 👇
linktr.ee/webcafe
Free AI Automation Workshop 💬
aitraining.webcafeai.com/Free...
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.
-------------------------------------------------
➤ Follow @webcafeai
• Twitter: / webcafeai
• TikTok: / webcafeai
-------------------------------------------------
▼ Extra Links of Interest:
☕ Submit Your AI Business
www.webcafeai.com/post-a-busi...
💰 Become an Affiliate: webcafesoftware.bixgrow.com/r...
⚙️ AI Automation Tutorials: • Zapier For AI: Bridgin...
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.
Together, we chart the unknown, innovate the unimaginable, and always have a cup ready for the next big idea ☕

Пікірлер: 58

  • @webcafeai
    @webcafeai8 ай бұрын

    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

  • @KaranSingh-wu8qq

    @KaranSingh-wu8qq

    4 ай бұрын

    Bro the GPT reader is not reading ceratin fields. Can we do a quick zoom call

  • @TheBialbino
    @TheBialbino21 күн бұрын

    Amazing. I was looking for a solution like this, because my employers don't pay any license to use Microsoft AI Builder. Now, I have an alternativa! God bless you!

  • @daniellebutler3176
    @daniellebutler31764 ай бұрын

    This was sooooo helpful! Thank you!

  • @user-dx9nz8ue3e
    @user-dx9nz8ue3e9 ай бұрын

    Great content! More videos like this. More zapier automations preferred. Keep up the great work!

  • @webcafeai

    @webcafeai

    9 ай бұрын

    More to come!

  • @corgi-corp
    @corgi-corp9 ай бұрын

    You are dope bro! Back to back 💰🚀

  • @webcafeai

    @webcafeai

    9 ай бұрын

    🙌

  • @eburgwedel
    @eburgwedel8 ай бұрын

    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?

  • @garzilla1963
    @garzilla19635 ай бұрын

    Thanks!

  • @hunterraven9153
    @hunterraven91537 ай бұрын

    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.

  • @blassmos
    @blassmos2 ай бұрын

    thankiu brooooo

  • @garzilla1963
    @garzilla19635 ай бұрын

    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

  • @webcafeai

    @webcafeai

    5 ай бұрын

    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: kzread.info/dash/bejne/nYBoydt7gM7Jpps.html

  • @GrecoFPV
    @GrecoFPV3 ай бұрын

    can we use a localgpt running in a raspberry pie and have it more cost effecient than using openai ?

  • @webcafeai
    @webcafeai9 ай бұрын

    JavaScript Code: const response = await fetch(inputData["text"]); const text = await response.text(); const words = text.split(" "); output = { result: words.slice(0, 10000).join(" ") };

  • @taogaming6134

    @taogaming6134

    3 ай бұрын

    iput this code in but it says my input data is not defined

  • @thekowalreptail
    @thekowalreptail4 ай бұрын

    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?

  • @sebastianmosqueira9359
    @sebastianmosqueira93599 ай бұрын

    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?.

  • @webcafeai

    @webcafeai

    9 ай бұрын

    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.

  • @jakob5050
    @jakob50505 ай бұрын

    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.

  • @Great_Muzik
    @Great_Muzik2 ай бұрын

    Great video! How can we use GPT4-Vision to analyze the poor-quality image pdf files for greater accuracy?

  • @webcafeai

    @webcafeai

    2 ай бұрын

    Hey! I have made a video similar to this request here: kzread.info/dash/bejne/rJN-p8-xoazApso.htmlsi=iaL5RSKL5aRHoPv5

  • @Great_Muzik

    @Great_Muzik

    2 ай бұрын

    @@webcafeai Thanks Corbin!

  • @mdelmella9228
    @mdelmella922818 сағат бұрын

    can this be made with make automation as well ?

  • @sluggersimagination463
    @sluggersimagination4636 ай бұрын

    @Corbin ai > New to your channel what is the Code that you put in the third step?

  • @webcafeai

    @webcafeai

    6 ай бұрын

    Hey! Check out this new Zapier block that does the same output with no code: kzread.info/dash/bejne/dmxhmKp-fN2cp6Q.html&ab_channel=Corbinai

  • @pankajpatil1109
    @pankajpatil11093 ай бұрын

    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

  • @rafatok
    @rafatok2 күн бұрын

    Tried that with docusgin pdf documents but ita does not convert properly to docx, It does not show the text input inserted in the document by docusign

  • @frederikblegvadandersen5151
    @frederikblegvadandersen51519 ай бұрын

    No way 👏🥳

  • @webcafeai

    @webcafeai

    9 ай бұрын

    😃

  • @yashsrivastava677
    @yashsrivastava6776 ай бұрын

    How long we will keep using Chat GPT ? Invoices are mostly private data, no corporate will use chatGPT.

  • @taesunyoo4637
    @taesunyoo46374 ай бұрын

    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.

  • @webcafeai

    @webcafeai

    4 ай бұрын

    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. kzread.info/dash/bejne/n4uoxLGzkbXQeco.html

  • @learningstuff5679
    @learningstuff56799 ай бұрын

    Wouldn’t a faster way to do this, would be to use OCR software to convert the PDF into text?

  • @webcafeai

    @webcafeai

    9 ай бұрын

    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.

  • @learningstuff5679
    @learningstuff56799 ай бұрын

    Would this automation process by the exact same for Make?

  • @webcafeai

    @webcafeai

    9 ай бұрын

    Certainly, as long as you have access to the same software in Make, this can be replicated there!

  • @humphuk

    @humphuk

    7 ай бұрын

    Let me know how that goes - I need to do exactly the same with Make (or, and I guess this won't work, IFTTT)

  • @karenkayedizon
    @karenkayedizon3 ай бұрын

    Do you accept consultation? I need help to automate my tasks at work pls. Thanks

  • @webcafeai

    @webcafeai

    3 ай бұрын

    Hey! As of now, I do not offer consulting, but here is a great resource you can check out: zapier.com/experts

  • @AndyAraya-ir7mh
    @AndyAraya-ir7mhАй бұрын

    Hi Corbin! How could I automate download my Adobe Creative Invoice PDF and email it to my accountant?

  • @webcafeai

    @webcafeai

    Ай бұрын

    In this context, we would need to access the invoice with API. If this is available, then the described workflow could be achieved.

  • @user-pc8jh6rj9q
    @user-pc8jh6rj9q4 ай бұрын

    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? (:

  • @TradeParserAI

    @TradeParserAI

    2 ай бұрын

    @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

  • @webcafeai
    @webcafeai7 ай бұрын

    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 ✏️

  • @pon00050
    @pon000509 ай бұрын

    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.

  • @frederikblegvadandersen5151

    @frederikblegvadandersen5151

    9 ай бұрын

    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.

  • @webcafeai

    @webcafeai

    9 ай бұрын

    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!

  • @DariaDaz
    @DariaDaz7 ай бұрын

    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?

  • @jacksandra1

    @jacksandra1

    7 ай бұрын

    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)."

  • @TomaszWiniarskiIndesignExpert

    @TomaszWiniarskiIndesignExpert

    7 ай бұрын

    @@jacksandra1 free zapper or free gmail? I have same error...

  • @TomaszWiniarskiIndesignExpert

    @TomaszWiniarskiIndesignExpert

    7 ай бұрын

    OK! I know this: free Zapier allows to run code within 1 second...

  • @jacksandra1

    @jacksandra1

    7 ай бұрын

    @@TomaszWiniarskiIndesignExpert free Zappier, if you use a paid subscription the code has time to process

  • @nobleokeke9851

    @nobleokeke9851

    6 ай бұрын

    I had the same issue. Had to upgrade my account.

  • @mantizz2
    @mantizz23 ай бұрын

    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.

  • @webcafeai

    @webcafeai

    3 ай бұрын

    Hey! Check out this more recent video on how to achieve a similar output: kzread.info/dash/bejne/n4uoxLGzkbXQeco.html

  • @rehatvirk1807
    @rehatvirk18074 ай бұрын

    getting the following error on code block: Failed to run your JavaScript code Error: only http(s) protocols are supported