LangChain Automate

This workflow is ideal for businesses and individuals who frequently handle invoice processing, particularly those who:

• Receive invoices via email with PDF attachments.
• Need to automate data extraction from invoices to reduce manual entry errors.
• Use Google Sheets for record-keeping and reconciliation.
• Want to ensure invoices are processed without duplication, maintaining data integrity.

This workflow addresses the challenge of managing invoice processing efficiently by:

• Automating the extraction of crucial invoice data such as invoice date, supplier details, and total amounts.
• Reducing the time spent on manual data entry and minimizing the risk of errors associated with it.
• Ensuring that invoices are not processed multiple times by implementing a labeling system in Gmail.

1. Trigger: The workflow is manually triggered to start processing invoices.
2. Receive Invoices: It listens for incoming emails from a specified sender with PDF attachments.
3. Filter Emails: The workflow checks if the email contains a PDF attachment and has not been labeled as 'invoice synced'.
4. Upload to LlamaParse: The PDF is uploaded to the LlamaParse service for parsing.
5. Get Processing Status: The workflow checks the status of the parsing job to determine if it is ready.
6. Check Job Status: It waits until the job is either completed successfully or encounters an error.
7. Extract Data: Once ready, it retrieves the parsed data in Markdown format and applies extraction rules to obtain structured data.
8. Map Output: The extracted data is mapped to the corresponding fields required for reconciliation.
9. Append to Google Sheets: The structured data is appended to a Google Sheets document for record-keeping.
10. Label Email: Finally, the original email is labeled as 'invoice synced' to prevent future duplicate processing.