How to build an AI invoice processing automation
Updated: April 21, 2025
Summary
The video demonstrates the creation of an invoice automation process using the Vector Shift platform to extract key information from attached invoices in incoming emails. It shows the setup of triggers and events to start the pipeline when new emails with invoices are received, as well as the extraction process within the Gmail trigger to identify vendor names, dates, and amounts. The extracted data is then processed in Google Sheets for categorization into different expense categories, resulting in a structured format for further analysis and processing. The video concludes with the finalization of the pipeline setup, including generating notifications and sending emails with processed invoice details, to ensure seamless functionality for processing invoices effectively.
Introduction to Building Invoice Automation
Explaining the process of building an invoice automation through the Vector Shift platform by setting up a pipeline triggered by new emails with attached invoices.
Extracting Attached Invoices
Detailing the extraction process of attached invoices from incoming emails and identifying key information like date, vendor names, and amount.
Setting Up Pipeline Triggers
Demonstrating the selection of triggers and events in the pipeline setup, focusing on starting the pipeline when a new email with attached invoices arrives.
Handling Email Attachments
Explaining the extraction process within the Gmail trigger, detailing the list of files and actions to be performed on each attachment.
Data Extraction and Categorization
Setting up data extraction for vendor, date, and amount from invoices, followed by categorization into different categories like food and office supplies.
Data Processing in Google Sheets
Demonstrating the processing of extracted data in Google Sheets, including categorization, amount, and invoice date.
Summarizing Extracted Data
Summarizing the extracted data and categorization while consolidating information into a structured format for further processing.
Sending Summary via Email
Finalizing the pipeline by summarizing extracted data, generating notifications, and sending emails with processed invoice information.
Completion and Deployment
Finishing the automation setup, deploying the master pipeline, and ensuring seamless functionality for processing invoices.
FAQ
Q: What is the main objective of building an invoice automation process through the Vector Shift platform?
A: The main objective is to automate the extraction of key information, such as vendor names, dates, and amounts, from attached invoices in incoming emails.
Q: What triggers the pipeline setup for processing invoices in this automation?
A: The pipeline is triggered when a new email with attached invoices arrives.
Q: How is data extraction performed within the Gmail trigger in this automation process?
A: The extraction process involves detailing the list of files and actions to be performed on each attachment to extract vendor, date, and amount information.
Q: What are some of the categories mentioned for the extracted data in this automation setup?
A: The categories include food and office supplies for categorizing the extracted data from invoices.
Q: Where is the extracted data processed within this automation process?
A: The extracted data is processed in Google Sheets, including categorization, amount, and invoice date.
Q: How is information consolidated in this automation setup for further processing?
A: The information is summarized and consolidated into a structured format for further processing steps.
Q: What actions are taken to finalize the pipeline in this automation process?
A: The finalization includes summarizing extracted data, generating notifications, and sending emails with the processed invoice information.
Q: What steps are involved in finishing the automation setup for processing invoices?
A: The steps include deploying the master pipeline and ensuring seamless functionality for processing invoices.
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