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Log supplier invoices in an Excel table on SharePoint

Each PDF invoice is read, the AI extracts supplier, number, date, due date and amounts, and a row is added to your Excel table hosted on SharePoint (columns: Supplier, Invoice number, Date, Due date, Excl. tax, VAT, Total). The invoice number prevents duplicates on a retry. Check the amounts before paying.

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

Log supplier invoices in an Excel table on SharePoint Hover a node to see its role · Drag to move the graph
Invoice PDF received — Email receivedInvoice PDF receivedEmail receivedRead the invoice — Read attachmentsRead the invoiceRead attachmentsExtract the invoice data — ExtractExtract the invoice d…ExtractModelAdd the row to Excel — ExcelAdd the row to ExcelExcelOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Log supplier invoices in an Excel table on SharePoint

How it works

  1. 1

    Invoice PDF received

    trigger.email

  2. 2

    Read the invoice

    attachment.extract_text

  3. 3

    Extract the invoice data

    ai.extract

  4. 4

    Add the row to Excel

    excel.api

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
Add the row to Excel · credential (msgraph_oauth) Add the row to Excel · credentialFiles (msgraph_oauth) OpenAI · connection (llm_provider)
Folders, calendars and other resources to choose
Add the row to Excel · site Add the row to Excel · library Add the row to Excel · workbook Add the row to Excel · table

See also

More in Data extraction

All templates