Code Automate

This workflow is ideal for finance teams, accounting departments, and business owners who regularly handle invoices. It streamlines the process of managing invoices from email to Excel, significantly reducing manual data entry and increasing efficiency.

This workflow addresses the challenge of manually processing invoices received via email. It automates the extraction of invoice data from attachments, reducing the risk of human error and saving hundreds of hours that would otherwise be spent on repetitive tasks.

1. Scheduled Trigger: The workflow starts on a schedule, fetching recent messages from the Microsoft Outlook inbox every hour.
2. Get Recent Messages: It retrieves emails that have attachments and were received within the last hour.
3. Message Classification: Each email is analyzed to determine if it is an invoice using AI classification, reducing false positives.
4. Download Attachments: Attachments from qualifying messages are downloaded for further processing.
5. Split Attachments: The downloaded attachments are split into individual files for targeted processing.
6. Filter Invoices: Non-invoice documents are filtered out based on the classification results.
7. File-Based OCR: For the invoices, Optical Character Recognition (OCR) is performed to extract relevant data.
8. Parse Output: The extracted data is parsed into a structured format.
9. Upload to Excel: Finally, the structured data is appended to a Microsoft Excel workbook for easy review and record-keeping.