1.Detect new carrier CSV or PDF
Integrate Google Drive to watch a new file in the configured folder and pass file URL and filename for processing.
Create invoice rows from received carrier CSVs and PDFs
Automatically monitor new carrier CSV or matching invoice PDF files across Google Drive. Create and update invoice rows and totals automatically when new carrier CSV uploads, invoice PDFs get added, or filenames match—so you can classify invoices, populate VAT fields, and build billing-ready sheets without manual reporting.
How this automation creates invoice rows from documents
When carrier CSVs and invoice PDFs arrive in a shared folder, delays can break billing and analytics. This automation parses CSV rows and extracts invoice text, classifies totals and VAT with AI, and creates structured rows in a spreadsheet—so your team can reconcile faster.
Google Driveor swap with your favorite app
2.Parse CSV into row payloads
Integrate Code by Zapier and CSV parsing tools to parse delimiter-flexible CSV content and return row arrays.
Code by Zapieror swap with your favorite app
3.Locate matching invoice PDF
Integrate Google Drive to find the matching PDF by base filename and prepare the PDF file URL for extraction.
4.Extract first page text
Integrate PDF.co and document text extraction tools to convert the PDF into first-page text for downstream classification.
PDF.coor swap with your favorite app
5.Classify category and totals
Integrate ChatGPT (OpenAI) and AI extraction tools to classify invoice category, numeric total due, and VAT rate fields from text.
ChatGPT (OpenAI)or swap with your favorite app
6.Create rows with totals and VAT
Integrate Google Sheets and reporting spreadsheets to create row(s) with CSV columns, AI totals, VAT values, and a timestamp.
Google Sheetsor swap with your favorite app
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Define the trigger
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