1.Monitors new SMS
Integrate Twilio and SMS tools to detect incoming deposit and payout text messages for saving into accounting records.
Create deposit records from received SMS deposit slips
Automatically monitor new SMS deposits across Twilio. Create and update when qualifying deposit, payout, or cash-count messages arriveβso you can download media, extract deposit fields, and append deposit records without manual data entry.
How this automation saves your deposit records
When new SMS messages arrive without a clear structure, bookkeeping slips can be delayed or misentered. This automation extracts fields from attached images and appends deposit rows to your Google Sheets deposit worksheetβso your team can keep records current.
Twilioor swap with your favorite app
2.Continues only for qualifying SMS
Integrate Filter by Zapier and message routing rules to continue only for deposit or payout message types.
Filter by Zapieror swap with your favorite app
3.Gets attached media URL
Integrate Webhooks by Zapier and file retrieval tools to download the attached slip media using its media URL.
Webhooks by Zapieror swap with your favorite app
4.Uploads slip to deposit folder
Integrate Google Drive and storage tools to upload the downloaded slip image and return a file link.
Google Driveor swap with your favorite app
5.Extracts fields from slip image
Integrate ChatGPT (OpenAI) and document extraction tools to pull date, amount, period, and account last 4 digits.
ChatGPT (OpenAI)or swap with your favorite app
6.Appends row to deposit worksheet
Integrate Google Sheets and spreadsheet workflows to create a new deposit row with extracted fields and the file link.
Google Sheetsor swap with your favorite app
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