Extract Shipping Invoice Data Using Pabbly Connect and AI Agent

Learn how to extract shipping invoice data using Pabbly Connect and AI Agent with this step-by-step tutorial. Automate your workflow today! 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. Accessing Pabbly Connect for Automation

To start extracting shipping invoice data, the first step is to access Pabbly Connect. Visit the Pabbly Connect website and sign up for a free account if you are new, or log in if you already have an account.

After logging in, navigate to the dashboard where you can create a new workflow. This is where you will set up the AI agent to automate the process of extracting data from shipping invoices stored in Google Drive.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent for Shipping Invoice Data Extraction,’ and select the appropriate folder for your workflows.

• Click on the ‘Create’ button.
• This will open a new workflow with a trigger and action window.

In this workflow, the trigger will be set to capture new PDF files uploaded to your Google Drive folder, which will initiate the AI agent to extract invoice data.

3. Setting Up the Trigger for Google Drive

In the trigger window of Pabbly Connect, search for and select ‘Google Drive’ as your app. Choose the trigger event as ‘New File in Specific Folder’ to monitor the designated folder for new shipping invoices.

Next, connect your Google Drive account by clicking on ‘Connect’ and then selecting ‘Add New Connection.’ Sign in to your Google account and allow the necessary permissions. Select the folder where you will upload the shipping invoices.

• Ensure that the folder is set to allow sharing with anyone who has the link.
• After setting permissions, click on ‘Save and Send Test Request’ to validate the connection.

This step ensures that the AI agent can access the PDF files for data extraction.

4. Extracting Data Using OpenAI

After successfully connecting Google Drive, the next step involves using OpenAI to extract the data from the PDF files. In the action window of Pabbly Connect, search for and select ‘OpenAI’ as your app, then choose the action event ‘Extract Content from PDF/Image’.

Connect your OpenAI account by entering your API key, which can be generated from your OpenAI dashboard. Once connected, map the PDF URL from the Google Drive trigger response to the OpenAI action step.

Set a prompt instructing OpenAI to extract details from the document. Specify the expected output format as structured data using a JSON schema.

By setting up this mapping, the AI agent will efficiently extract the required invoice data and prepare it for the next step.

5. Adding Extracted Data to Google Sheets

Finally, to store the extracted data, you will need to add it to Google Sheets. In the action step of Pabbly Connect, search for and select ‘Google Sheets’ and choose the action event ‘Add New Row’.

Connect your Google Sheets account and select the specific spreadsheet where you want to store the data. Map each field from the OpenAI response to the corresponding columns in your Google Sheets.

Map fields such as invoice number, invoice date, and seller details. After mapping, click on ‘Save and Send Test Request’ to add the data to your spreadsheet.

This completes the setup, and you can verify that the extracted data appears correctly in your Google Sheets.

Conclusion

In this tutorial, we demonstrated how to extract shipping invoice data using Pabbly Connect and an AI agent. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the tedious process of data extraction efficiently. Start using Pabbly Connect today to streamline your workflows!