Turn emailed invoices and receipts into spreadsheet rows

When invoices or receipts arrive by email, the system reads them and adds the details to your spreadsheet automatically.

How the work actually flows

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

Pattern: Sequence (1) · Parallel Split (2) · Synchronisation (3)

flowchart TD trig>"email with attachment arrives"]:::trig s0["label email as processing"]:::task s1["clean extracted data into row"]:::task s2[("add row to spreadsheet")]:::store trig --> s0 s1 --> s2 gx{"+ what happens with the attachment"}:::gate s0 --> gx p00["send attachment for extraction"]:::task gx -->|"AI extraction"| p00 p10["save copy to Drive"]:::task gx -->|"backup copy"| p10 jn{"+ extraction results ready"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"invoice data logged with backup saved"/]:::out pay{{"no manual retyping of invoice details"}}:::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 record or sheetEvery pathWaits for allResultPayoff

Build size

Advanced

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

Business functions

Email AutomationImage & Media ProcessingSpreadsheet & Database OpsWeb Scraping & Data CollectionFile & Cloud StorageFinance & Accounting

Connects

GmailGoogle DriveGoogle SheetsDocuPipe

Featured in

Private schools and tutoring centers

The problem it solves

Copying numbers off invoices and receipts into a spreadsheet by hand is tedious and easy to get wrong, especially when they land in your inbox all day long. It also means someone has to remember to do it before the paperwork gets lost in the pile. This captures the details the moment the email arrives, so nothing sits waiting for data entry.

Who it fits

Teams that regularly receive invoices, receipts, or contracts by email and need the data recorded without retyping it.

How it works

When a new email with an attachment arrives, it gets labeled as being processed
The attachment is sent off for AI-powered data extraction and a backup copy is saved to Google Drive
Once the extraction is finished, the results are pulled back and cleaned into a simple row of data
The row, along with the document name and timestamp, is added to your Google Sheet

Quick estimate

What it is worth to you

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

Invoices/receipts received by email per week

per week

Minutes to manually enter each one into the spreadsheet

minutes

Loaded cost of the person doing this

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes the freed hours are redirected to other work and that entry time per item stays roughly constant.

What you get

A running spreadsheet of extracted invoice or receipt data, plus a backed-up copy of every original document.

What you need

A Gmail account, a Google Drive and Google Sheets account, and a document data extraction service.

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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