Extract invoice data from email with a human review step

Reads invoice emails, pulls out the data with AI, and lets a person confirm anything it's unsure about.

How the work actually flows

It branches. Exactly one path is taken; a person has to approve before it continues.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"invoice email arrives"]:::trig s0["AI extracts invoice data"]:::task s1[("save invoice to spreadsheet")]:::store s2["learn from corrections"]:::task trig --> s0 s1 --> s2 hg(("person confirms uncertain items")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 gx{"× AI confident in extraction"}:::gate s0 --> gx p00["skip review"]:::task gx -->|"confident result"| p00 p10["person reviews and confirms"]:::task gx -->|"uncertain result"| p10 jn{"○ continue to save"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"verified invoice data recorded"/]:::out pay{{"accurate records without manual entry"}}:::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 itA stepA personA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Knowledge Base & RAGEmail AutomationDocument Processing & OCRImage & Media ProcessingSpreadsheet & Database OpsFinance & AccountingEducation & Training
Connects
GmailGoogle SheetsCradl AI

The problem it solves

Manually keying invoice numbers, amounts, and vendor details into a spreadsheet from PDFs and photos is slow and error-prone, and fully automated extraction tools tend to make confident mistakes that go unnoticed until reconciliation.

Who it fits

Accounting teams or bookkeepers who process invoices arriving by email.

How it works

  1. An invoice email arrives in Gmail as a PDF or image
  2. AI extracts the invoice data such as vendor, amount, and date
  3. Anything the AI isn't confident about is flagged for a person to review
  4. Once confirmed, the invoice data is added as a new row in Google Sheets
  5. The system learns from each correction to improve future accuracy
What you get

Invoice records kept current with less typing

You get vendor, amount, and date automatically pulled from invoice emails and added to your spreadsheet, keeping your records current with far less typing.

What you get

Accurate invoice records in a spreadsheet, with human sign-off on anything uncertain.

What you need

A Gmail account, a Google Sheets account, and a Cradl AI 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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