Extract data from emailed documents and log it to Google Sheets

Reads document attachments from Gmail, extracts key data with AI, and logs it to Google Sheets and Drive.

How the work actually flows

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

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"new email attachment arrives"]:::trig s0["upload document for extraction"]:::svc s1["extract key details"]:::task s2["send summary via telegram"]:::task trig --> s0 s0 --> s1 gx{"+ where should data be saved"}:::gate s1 --> gx p00["archive in drive"]:::task gx -->|"archive file"| p00 p10["log in sheets"]:::task gx -->|"log data"| p10 jn{"+ both saved"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"logged and archived document data"/]:::out pay{{"eliminates manual data 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 stepAn outside serviceEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
Email AutomationDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud Storage
Connects
GmailGoogle DriveGoogle SheetsTelegram

The problem it solves

Invoices, reports, and other documents arrive by email, and someone has to open each one, read it, and type the important details into a spreadsheet. That manual data entry is slow and prone to mistakes.

Who it fits

Operations, finance, or admin teams that process invoices or reports arriving as email attachments.

How it works

  1. Gmail is monitored for new document attachments
  2. Each document is uploaded for AI-powered text extraction
  3. The document type is identified and key details like amounts and line items are pulled out
  4. The original file is archived in Google Drive and the data is logged in Google Sheets
  5. A summary is sent to your phone through Telegram
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes every document is extracted correctly and the freed time is put to other work.

What you get

A logged, searchable record of every processed document in Google Sheets, with the original files archived in Google Drive.

What you need

A Gmail account, a document parsing API key, a Google Workspace account, and a Telegram bot.

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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