Turn invoice PDFs shared in Slack into Google Sheets rows

Reads invoice PDFs posted in Slack, pulls out the key details with AI, and logs them in Google Sheets.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"invoice PDF posted in Slack"]:::trig s0["download and extract PDF text"]:::task s1["AI extracts invoice details"]:::svc s2[("add row to spreadsheet")]:::store s3["post confirmation to Slack"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"invoice logged in spreadsheet"/]:::out pay{{"eliminates manual invoice entry"}}:::pay s3 --> 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 serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsMessaging & NotificationsDocument Processing & OCRImage & Media ProcessingSpreadsheet & Database OpsFinance & Accounting
Connects
SlackGoogle SheetsOpenAI

The problem it solves

Every invoice that lands in Slack means someone has to open the PDF, read through it, and manually type the vendor, amount, and dates into a spreadsheet. It is tedious and easy to mistype a number.

Who it fits

A finance or operations team that receives vendor invoices through Slack.

How it works

  1. Triggers when a PDF invoice is uploaded to a Slack channel
  2. Downloads the file and extracts the text
  3. Uses AI to identify the vendor, invoice number, amount, and dates
  4. Adds the structured details as a new row in Google Sheets
  5. Posts a confirmation summary back to Slack
What you get

Invoice entries that still need a glance

You get every vendor invoice logged into a spreadsheet with the vendor, amount, and dates already filled in for you.

What you get

A new Google Sheets row with structured invoice details, plus a Slack confirmation message.

What you need

A Slack workspace, a Google Sheets account, and an OpenAI API key.

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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