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AI-Powered Invoice Inbox Manager

GmailOpenAIGoogle SheetsMake.com
RoleLead AI Automation Engineer
OutcomeAutomated invoice processing and organization, eliminating manual data entry.

AI-Powered Invoice Inbox Manager

About the project: Built an intelligent invoice inbox automation system that extracts, processes, and organizes incoming invoices using AI and workflow automation. The system integrates Gmail, OpenAI, Google Sheets, and http://make.com/

1-Page Explainerhttps://drive.google.com/file/d/18SmgnGLyjKU4fuiZhI6Q9iM5HZ7jj5vw/view?usp=sharingVideo walkthroughhttps://www.youtube.com/watch?v=kBibDS1Mjvo&list=PLjNUmtx5bd7_Zy9Z8PRSpcd-ySjM9NzDy&index=5
invoice generation.png

Overview

Built an intelligent invoice inbox automation system that extracts, processes, and organizes incoming invoices using AI and workflow automation. The system integrates Gmail, OpenAI, Google Sheets, and [Make.com](http://make.com/) — enabling automatic data extraction, classification, and structured logging of invoices without manual input.

Problem

Invoices were being received through email in different formats (PDFs, attachments, varying layouts), requiring manual review, data entry, and tracking. This led to:

  • Time-consuming processing
  • High risk of human error
  • Lack of real-time visibility into financial records
  • Inefficient tracking and organization
  • Solution

    Designed an AI-powered invoice processing workflow that automatically:

    1. Monitors incoming emails in Gmail for invoice attachments.

    2. Extracts and converts invoice data from PDFs into structured formats.

    3. Uses AI to identify key details (vendor, amount, date, invoice number, category).

    4. Routes invoices based on conditions (e.g., readable vs unreadable, valid vs invalid).

    5. Logs all processed data into Google Sheets for centralized tracking.

    6. Sends notifications or flags exceptions for manual review when needed.