Text an AI agent to pull invoice PDFs from Gmail into Google Sheets

Source-checked Oct 11, 2026YouTube

A Make AI agent takes a request by SMS through Twilio, pulls emails from Gmail, extracts data from PDFs, breaks it into line items, writes them to Sheets, uploads the PDFs to Drive and texts back.

Source: Jono Catliff, YouTube, 2025-01-15

1What it does

A Make AI agent takes a request by SMS through Twilio, pulls emails from Gmail, extracts data from PDFs, breaks it into line items, writes them to Sheets, uploads the PDFs to Drive and texts back.

2Who it is for

Industry: Professional services
Platform: Make
Category: Operations
Tools used: MakeTwilioGmailGoogle SheetsGoogle DriveOpenAI

3How it works

Every step, in order, is in Workflow at a glance, pinned on the right as you scroll.

Workflow at a glanceMake scenario

01 Trigger
Inbound SMS to a Twilio number.
02 Action
Twilio trigger.
03 AI / action
AI agent decides the task.
04 Action
Gmail search, PDF extraction, line items.
05 Action
Google Sheets and Drive.
06 Action
Reply SMS.

Trigger: Inbound SMS to a Twilio number.
AI step: Unknown.

4How it went

Unknown. The source shows the build but does not report results.

Only what the source reports. The source did not report numbers.

5Worth knowing

Beginner build. Good first agent pattern: one trigger, a few tools.

6Recipe

Written by Builds That Work The source did not publish this. We wrote it as a starting point.

Starter: "When the user asks for invoices, search Gmail for PDFs from the last {{days}} days, extract line items, append them to the Invoices sheet, and reply with the count added."

7Source

Open the original YouTube by Jono Catliff →

Source opened and read on 2026-10-11.

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