Automatically sort uploaded documents into the right spreadsheet

Reads any uploaded document, figures out what it is, and files the data into the matching spreadsheet automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new file uploaded"]:::trig s0["Identify document type"]:::task s1["Extract data with AI OCR"]:::svc s2["Match document to sheet"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× which document type"}:::gate s2 --> gx p00["Add row to receipts sheet"]:::task gx -->|"Receipts"| p00 p10["Add row to resumes sheet"]:::task gx -->|"Resumes"| p10 p20["Add row to claims sheet"]:::task gx -->|"Claims"| p20 p00 --> out p10 --> out p20 --> out out[/"extracted data filed in correct sheet"/]:::out pay{{"eliminates manual document data entry"}}:::pay 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 serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsDocument Processing & OCRSpreadsheet & Database OpsAPI & Webhook IntegrationFile & Cloud Storage
Connects
Google DriveGoogle SheetsGoogle GeminiVLM Run
Featured in

The problem it solves

You or your team spend hours manually reading receipts, resumes, claims, or forms and typing the details into the right spreadsheet. Different document types go to different trackers, so it's easy to file something in the wrong place or forget it entirely.

Who it fits

Operations teams or back-office staff who process many different document types, like receipts, resumes, or claims forms.

How it works

  1. A new file is uploaded to a Google Drive folder
  2. The system reads the document and identifies what type it is
  3. It pulls out the key details using AI-powered OCR
  4. It matches the document type to the right Google Sheet
  5. The extracted data is added as a new row automatically
What you get

Documents filed correctly without manual typing

Every document you upload gets read and filed straight into the right spreadsheet, so your records stay organized and easy to find.

What you get

A new row of accurately extracted data added to the correct Google Sheet for each document type.

What you need

A Google Workspace account (Drive and Sheets) and a VLM Run API key for document extraction.

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