Turn WhatsApp receipt photos into logged spreadsheet entries

Reads receipt photos sent over WhatsApp, extracts the details with AI, and logs them straight into a spreadsheet.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) · Synchronisation (3) · Transient Trigger (23)

flowchart TD trig>"receipt photo sent"]:::trig s0["ocr reads receipt document"]:::svc s1["ai extracts receipt details"]:::svc s2["send confirmation reply"]:::svc trig --> s0 s0 --> s1 gx{"+ where to save receipt"}:::gate s1 --> gx p00["save receipt to drive"]:::task gx -->|"store image"| p00 p10["log entry to spreadsheet"]:::task gx -->|"log details"| p10 jn{"+ both saves complete"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"receipt logged and confirmed"/]:::out pay{{"expense records without manual typing"}}:::pay s2 --> 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 itAn outside serviceEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud StorageFinance & Accounting
Connects
WhatsAppGoogle SheetsGoogle DriveLlamaParse

The problem it solves

Every receipt your team collects means someone has to type the vendor, date, amount, and tax into your books by hand. That manual entry is slow, error-prone, and easy to fall behind on when receipts pile up.

Who it fits

Small business owners, bookkeepers, or field staff who need receipts logged without manual data entry.

How it works

  1. You send a photo or PDF of a receipt over WhatsApp
  2. The system reads the document with high-accuracy OCR
  3. AI extracts the vendor, date, amount, and tax details
  4. The receipt image is saved to Google Drive and the details are logged in Google Sheets
  5. You get a WhatsApp reply with the extracted details to confirm or correct
What you get

Receipts logged without typing them in yourself

You get receipts read from WhatsApp photos, logged into your spreadsheet, and saved to Drive, ready for you to confirm.

What you get

A logged spreadsheet row for each receipt, plus a stored copy of the original file.

What you need

A WhatsApp Business account, a LlamaParse account, an AI API key, and a Google Workspace 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

Related automations

Back to the AI Playbook