Feb 26 • General discussion
Automate Invoice Extraction from PDF Emails to Excel 🚀
Tired of manually extracting invoice data from PDF emails? Let automation handle it for you 🔥
I recently built a system that automatically extracts invoice details from PDF emails and saves them to an Excel worksheet—no more manual work.
How It Works:
📥 Watch for Emails – The system monitors Microsoft Outlook for incoming emails with PDF attachments.
📌 List the Emails – It identifies relevant emails containing invoices.
📂 Download PDFs – Attachments are automatically downloaded using Microsoft Outlook’s module.
📁 Store in Dropbox – The PDFs are securely stored in Dropbox for easy access.
🤖 Analyze Key Details – Open AI extracts essential invoice values like:
- Invoice Date 📅
- Invoice Number 🏷️
- VAT 💰
- And any other details based on your requirements.
- 📊 Save to Excel – The extracted data is neatly stored in a Microsoft Excel worksheet for further processing.
🔹 Use Case Flexibility: This automation was built for a client, but it can be tailored to any business scenario based on specific needs. Whether you need to process supplier invoices, customer receipts, or any other documents, this workflow saves time and effort while reducing errors.
Follow for more awesome AI automation solutions! 🤖
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Automate Invoice Extraction from PDF Emails to Excel 🚀
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