Automate Invoice Splitting and Data Extraction Using AI Invoice Parser and Make

Step 1: Google Drive Download a File

Let’s use the Google Drive module and select the "Download a file" feature to download the PDF file you need to process.

Step 2: Setting Up Google Drive

• Choose the "Select from the list" option to enter a File ID.
• Select "My Drive" as the Drive to be used.
• Enter the folder and file name you would like to use.

Step 3: PDF.co Split a PDF Module

Let's use the PDF.co Split a PDF feature to split the PDF invoice into individual invoices.

Step 4: Setup Split a PDF Configuration

• "Select the 'Upload a file' option to automatically input the downloaded PDF file from Google Drive.
• Then, choose the 'Split by Page Numbers' feature to split the PDF invoice into individual invoices using a page index.
• In the Pages field, input the asterisk (*) symbol to split all the PDF pages into individual files.

Step 5: Run Scenario to Split Invoices

After setting up, run the scenario to split the PDF invoice into individual invoices.

Step 6: Flow Control

Let's use the Iterator tool to loop through each URL invoice one at a time.

Step 7: PDF.co Parse a Document Module

Next let's add the 'PDF.co AI Invoice Parser' module to parse the data from all the individual invoices.

Step 8: Setup Parse a Document Module

• Select the 'Import a file from URL' option to input a file URL.
• Next, enter the Iterator URL value.
• Then, select the JSON output as export type.

Step 9: Run Scenario to Parse Data

Now, let’s run the scenario to parse the data from each individual invoice.

Step 10: Add Flow Control

Let's use the Iterator tool to loop through each table item.

Step 11: Google Sheets Module

Now that we've parsed the data from all the invoices, let's add the Google Sheets module and select the “Add a Row” feature to map the extracted data to the corresponding fields in Google Sheets.

Step 12: Setup Google Sheets Module

• Choose the 'Select by path' method.
• Select 'My Drive' as the drive.
• Enter the Spreadsheet ID and Sheet name.
• Map the parsed data values to the respective columns in the Google Sheet.

Step 13: Run Scenario and View Result

Now, run the scenario and open Google Sheets to review the result.