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

Step 1: Add Google Drive – Watch Files in a Folder

• App: Google Drive
• Action: Watch Files in a Folder

Step 2: Configure Google Drive Module

• Choose a Drive: Select My Drive
• Select the Folder to be Watched: Select the folder

Step 3: Add Google Drive – Download a File

• App: Google Drive
• Action: Download a File
• Purpose: Retrieves the PDF file so it can be used in the following steps, especially if access restrictions apply.

Step 4: Configure Google Drive Module

• Enter a File ID: Select Enter Manually
• File ID: Choose the File ID from the previous step

Step 5: Add PDF.co – Split a PDF Module

• App: PDF.co
• Action: Split a PDF

Step 6: Configure Split a PDF Module

• Input File: Use “Upload a file” (connect to the previous download step)
• Split by: Select “Page Numbers”
• Pages: Enter * to split each page into an individual invoice file
• Export Type: Choose JSON Output

Step 7: Run the Scenario to Split PDF

• Execute the scenario to generate individual invoice PDF files.
• The output should be an array of URLs, one for each invoice.

Step 8: Add Flow Control – Iterator Module

• Module: Iterator
• Array: Use the array of URLs from the previous split step

Step 9: Add PDF.co – Parse a Document Module

• App: PDF.co
• Action: AI Invoice Parser

Step 10: Configure Parse a Document Module

• Input File: Select “Import a file from URL”
• URL: Use “Value” from the Iterator
• Custom Fields: Specify any additional fields not included in the common schema that should appear in the output
• Export Type: Choose JSON Output

Step 11: Run Scenario to Parse Invoice Data

Run the scenario to extract structured data (e.g., invoice number, date, total, etc.) from each invoice file.

Step 12: (Optional) Add Additional Iterator (if needed)

If your invoice includes table items, use another Iterator to loop through each item before saving it.

Step 13: Add Google Sheets – Add a Row Module

• App: Google Sheets
• Action: Add a Row

Step 14: Configure Google Sheets Module

• Search Method: Use “Select by path”
• Drive: Select My Drive
• Spreadsheet ID: Choose your sheet
• Sheet Name: Provide the tab name
• Field Mapping: Map parsed invoice fields (e.g., invoice number, total, vendor) to spreadsheet columns

Step 15: Run the Full Scenario

After connecting all modules, run the scenario.

Step 16: Google Sheets

Open your Google Sheet to verify that each row contains data from an individual invoice.