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

Step 1: Google Drive New File in Folder

Use the Google Drive "New File in Folder" option to select the specific PDF file containing the multiple invoices.

Step 2: Setup Google Drive Configuration

• Select "My Google Drive" as the drive to be used for this automation.
• Choose the specific folder within your Google Drive where the PDF file is located.

Step 3: Test Trigger

Test trigger to access the specific file in your Google Drive folder.

Step 4: Add PDF.co App

Add the PDF.co app and the Split PDF Into Multiple Files feature to split the PDF invoice into individual invoices.

Step 5: Setup PDF.co Configuration

• Select the File property to point to the PDF file you want to process.
• In the Page Numbers/Ranges field, input the asterisk (*) symbol to split all the PDF pages into individual files.

Step 6: Test PDF.co Action

Now, let’s proceed to test the action to split the PDF invoice into individual invoices.

Step 7: Looping by Zapier

Let's integrate the Looping by Zapier to our workflow to process each invoice URL individually. We'll use the "Create Loop From Line Items" option.

Step 8: Setup Looping from Line Items

In the "Values to Loop" field, enter the variable name for the invoice URLs. This variable will reference each URL in the loop. In the next text box, choose the generated invoice "URLs" from PDF Split module.

Step 9: Test Looping from Line Items

Let's test the Looping by Zapier to iterate through each invoice URL.

Step 10: PDF.co Invoice Parser

Let's add the PDF.co AI Invoice Parser feature to extract information from these individual invoices.

Step 11: Setup Invoice Parser

Select the Invoice URLs from the output of the looping step.

Step 12: Test Invoice Parser

After setting up the configuration, test the action to extract the data from each PDF invoice.

Step 13: Add Google Sheets

Let's integrate the Google Sheets action to save the extracted data from the invoices and select the "Create Multiple Spreadsheet Rows" option to save the extracted data from each invoice into separate rows.

Step 14: Setup Google Sheets

• Specify "My Google Drive" as the storage location.
• Choose the target Spreadsheet and Worksheet to save the extracted data.
• Map the parsed invoice data to the corresponding columns in the Google Sheet

Step 15: Test Action and Publish

Now, test the action and publish your Zap. Once your Zap was published the looping step will handle all the extracted data from your invoices.

Step 16: Data Added in Google Sheets

Now, open your Google Sheets to see the results.