ReadPDF Automate
ReadPDF Automate efficiently processes incoming emails by extracting PDF attachments, analyzing their content with OpenAI, and automatically uploading relevant files to a designated Google Drive folder. This workflow simplifies document management, ensuring important PDFs like invoices or contracts are easily organized and accessible.
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Workflow Overview
ReadPDF Automate efficiently processes incoming emails by extracting PDF attachments, analyzing their content with OpenAI, and automatically uploading relevant files to a designated Google Drive folder. This workflow simplifies document management, ensuring important PDFs like invoices or contracts are easily organized and accessible.
This workflow is ideal for:
- Accountants and Financial Analysts: Automate the process of managing invoices and financial documents by filtering relevant PDFs from Gmail.
- Small Business Owners: Streamline the organization of important documents like receipts and contracts into Google Drive for easy access and retrieval.
- Administrative Professionals: Reduce manual effort in processing email attachments, allowing more time for other tasks.
- Developers and Automation Enthusiasts: Those who want to integrate AI capabilities into document management workflows using OpenAI and n8n.
This workflow addresses the challenge of efficiently managing and organizing PDF attachments received via Gmail. Specifically, it:
- Automates the identification and filtering of relevant PDFs based on customizable search terms (e.g., 'invoice', 'receipt', 'payslip').
- Ensures that only pertinent documents are uploaded to a designated Google Drive folder, thereby reducing clutter and enhancing productivity.
- Utilizes OpenAI to verify and assess the content of PDFs, ensuring that only meaningful data is processed and stored.
The workflow consists of the following steps:
- Trigger: The workflow is initiated when an email is received in Gmail with attachments.
- Attachment Check: It checks if the email contains any attachments.
- Iterate Attachments: If attachments are present, it iterates through each one.
- PDF Verification: Each attachment is checked to determine if it is a PDF file.
- Read PDF Content: If it is a PDF, the text content is extracted for processing.
- Token Limit Check: The workflow verifies if the text length is within the defined token limits for OpenAI.
- OpenAI Analysis: The content is sent to OpenAI to check if it matches the specified search term.
- Conditional Logic: Based on OpenAI's response, the workflow branches to either upload the PDF to Google Drive or ignore it.
- Upload to Google Drive: Matched PDFs are uploaded to a predefined Google Drive folder for easy access.
- Completion: The workflow completes, ensuring that only relevant documents are stored and unnecessary ones are filtered out.