1What it does
AI reads incoming invoice PDFs, pulls vendor, amount, dates, line items and terms, fills an Excel template, renames and files the PDF, and flags unusual invoices for review.
2Who it is for
- Industry
- Professional services
- Platform
- Make
- Category
- Operations
- Tools used
- MakeOpenAIExcelOneDrive
3How it works
Every step, in order, is in Workflow at a glance, pinned on the right as you scroll.
- 01 Trigger
New invoice email or file.
- 02 AI / action
Extract data with OpenAI.
- 03 Action
Write to the Excel template.
- 04 Action
Rename and file in OneDrive by vendor or date.
- 05 Action
Flag unusual invoices for a human.
- Trigger
- New invoice email or file.
- AI step
- Unknown.
4How it went
Per the agency's portfolio: 15 hours a week saved, invoices processed within minutes, and the client said it paid for itself in the first month. The page also claims 99% accuracy.
Only what the source reports. Numbers above come from the source.
5Worth knowing
- Self-reported agency numbers.
- Keep the exception path for odd invoices.
6Recipe
Written by Builds That Work The source did not publish this. We wrote it as a starting point.
Starter: "Extract from this invoice: vendor, invoice_number, invoice_date, due_date, currency, total, line_items[{description, qty, unit_price}]. Return JSON only. If a field is missing, use null."