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Record incoming purchase orders in an orders table

A customer purchase order (PDF) arrives: the AI extracts the PO number, customer, requested delivery date, amount and a one-line summary of the items, then upserts a row in your Table (columns: po_number, customer, delivery_date, amount, items, received_from). A re-sent PO updates the same row instead of duplicating it.

By
Loop & Roll team · Official
Copied
0 times
Steps
4
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Record incoming purchase orders in an orders table Hover a node to see its role · Drag to move the graph
Purchase order received — Email receivedPurchase order recei…Email receivedRead the order — Read attachmentsRead the orderRead attachmentsExtract the order — ExtractExtract the orderExtractModelSave the order — Table — insert or updateSave the orderTable — insert or updateOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Record incoming purchase orders in an orders table

How it works

  1. 1

    Purchase order received

    trigger.email

  2. 2

    Read the order

    attachment.extract_text

  3. 3

    Extract the order

    ai.extract

  4. 4

    Save the order

    table.upsert

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.

Tables to choose
Save the order · table
Connections to choose
OpenAI · connection (llm_provider)

See also

More in Data extraction

All templates