Turn scanned invoices into Salesforce opportunities automatically

Reads incoming invoice PDFs with AI and creates the matching account, opportunity, and line items in Salesforce.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"invoice pdf lands in drive"]:::trig s0["extract invoice text via ocr"]:::task s1["AI structures buyer and product details"]:::svc s2["create or update salesforce opportunity"]:::task s3["add matching line items"]:::task s4[("archive file to onedrive")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"salesforce opportunity created automatically"/]:::out pay{{"eliminates manual double data entry"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineDocument Processing & OCRImage & Media ProcessingFile & Cloud StorageFinance & Accounting
Connects
Google DriveOpenAISalesforceMicrosoft OneDrive

The problem it solves

Manually retyping invoice data into Salesforce is slow and easy to get wrong, especially when you're juggling dozens of invoices a week. Sales and finance end up doing double entry just to keep the pipeline accurate.

Who it fits

Sales operations or finance teams who need invoice data reflected in Salesforce without manual data entry.

How it works

  1. A new invoice PDF lands in a watched Google Drive folder
  2. The system downloads it and extracts the text, using OCR for scanned pages
  3. An AI model reads the text and structures it into buyer, invoice, and product details
  4. It creates or updates the buyer account and a new opportunity in Salesforce
  5. The matching products and line items are added, and the file is archived to OneDrive
What you get

Salesforce records ready for your final check

You get a new Salesforce opportunity with matching account and line items created automatically from each invoice, ready for your team to confirm.

What you get

A new or updated Salesforce opportunity with accurate account, product, and line item data pulled from the invoice.

What you need

A Google Drive account, an OpenAI API key, a Salesforce account, and a Microsoft OneDrive account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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