Automate Bill Data Extraction from PDFs to Google Sheets Using Pabbly Connect

Learn how to automate bill data extraction from PDFs and images to Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Bill Data Extraction

To automate bill data extraction from PDFs and images to Google Sheets, we will use Pabbly Connect. First, access Pabbly Connect by visiting pabblconnect.com. If you’re new, click on ‘Sign Up Free’ to create an account.

Once you have signed in, navigate to the dashboard and click on ‘Access Now’ under Pabbly Connect. From there, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent for Utility Bills’, and select the appropriate folder for your workflow.

2. Integrating Google Drive with Pabbly Connect

The first step in our automation process is to connect Google Drive with Pabbly Connect. In the trigger step, select Google Drive as your application and choose the trigger event as ‘New File in Specific Folder’.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Sign in with your Google account and allow access.
• Select the folder where you will upload your bills.

After selecting the folder, click on ‘Save and Send Test Request’ to confirm the connection. This will enable Pabbly Connect to monitor the folder for new files automatically.

3. Configuring OpenAI for Data Extraction

Next, we will set up the action step to integrate OpenAI with Pabbly Connect. Search for OpenAI in the action step and select the action event as ‘Extract Content from PDF/Image’.

Click on ‘Connect’ and choose ‘Add New Connection’. You will need your OpenAI API key for this. To generate the key, go to your OpenAI account, navigate to the API keys section, and create a new secret key. Copy this key back to Pabbly Connect.

• Select the OpenAI model, such as GPT-4 Mini.
• Map the URL of the uploaded bill from Google Drive.
• Enter a prompt to instruct OpenAI on how to extract the details.

After configuring these settings, click on ‘Save and Send Test Request’ to extract the data from the bill.

4. Adding Extracted Data to Google Sheets

Once the data is extracted, the next step is to add this information into Google Sheets using Pabbly Connect. In the action step, search for Google Sheets and select ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking ‘Sign in with Google’. After connecting, select the spreadsheet where you want to add the data. Choose the appropriate sheet and map the fields from OpenAI’s response to the corresponding columns in your Google Sheets.

Map fields such as Bill ID, Provider Name, and Billing Period. Ensure all necessary fields are filled out correctly.

After mapping all the fields, click on ‘Save and Send Test Request’. This will add a new row in your Google Sheets with the extracted data from the bill.

5. Testing and Finalizing Your Automation

To ensure everything is working correctly, upload a new bill image or PDF to your designated Google Drive folder. Pabbly Connect will automatically trigger the workflow and extract the details using OpenAI, then add them to your Google Sheets.

Check your Google Sheets to confirm that the new row of data has been added successfully. This process streamlines your bill management and eliminates manual data entry.

Feel free to explore other integrations and workflows using Pabbly Connect to automate various tasks in your business. You can also clone this workflow from the provided link to start using it immediately.

Conclusion

This tutorial demonstrates how to automate bill data extraction from PDFs and images to Google Sheets using Pabbly Connect. By integrating Google Drive and OpenAI, you can streamline your workflow and save time on manual data entry.