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Invoices: extract and log to Google Sheets

When an email arrives with a PDF attached, the text is read, an AI model extracts supplier, invoice number, amount and due date, and a row is appended to your tracking spreadsheet. The email is then filed. Pick the Google account, the spreadsheet and the folder after import.

By
Loop & Roll team · Official
Copied
0 times
Steps
5
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Invoices: extract and log to Google Sheets Hover a node to see its role · Drag to move the graph
Email with a PDF — Email receivedEmail with a PDFEmail receivedRead the PDF — Read attachmentsRead the PDFRead attachmentsExtract the invoice fields — ExtractExtract the invoice fi…ExtractModelOpenAI — OpenAI (GPT) — AI provider: swap for Anthropic, Mistral or Ollama.OpenAIgpt-5-miniAppend to the tracker — Sheets — append a rowAppend to the trackerSheets — append a rowFile under Invoices — MoveFile under InvoicesMove
Invoices: extract and log to Google Sheets

How it works

  1. 1

    Email with a PDF

    trigger.email

  2. 2

    Read the PDF

    attachment.extract_text

  3. 3

    Extract the invoice fields

    ai.extract

  4. 4

    Append to the tracker

    google_sheets.append

  5. 5

    File under Invoices

    mail.move

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Connections to choose
OpenAI · connection (llm_provider) Append to the tracker · account (gmail_oauth)
Folders, calendars and other resources to choose
Append to the tracker · spreadsheet File under Invoices · addLabels.0.folder

See also

More in Data extraction

All templates