Create an invoice workflow

Getting Started
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1

What are you trying to achieve?

Hello, I am new to the community and try to build a workflow that takes received invoices from my emails, saves it in the most suitable GDrive Folder. Where I struggle at the moment are the steps:

  1. Analyse the PDF document that has been uploaded to the general GDrive Folder
  2. Allocate it to the correct sub-folder

I am not sure whether the modules I selected are the right ones and how to adjust them correctly so the GPT can allocate the invoices correctly.

Steps taken so far

I have attached a screenshot of the Modules I connected so far.

Screenshots: scenario setup, module configuration, errors

Screenshot 2025-07-06 at 13.50.20.png
Screenshot 2025-07-06 at 13.50.20.png998×688 42.2 KB

3

Hi Farid, Welcome to the community.

Can you please share output from GPT, and instructions added in GPT.

Best

4

I tipycally ask GPP to provide the output as a Json, with one of the variable being the suitable folder.

then you use a parse Json module to turn the result from GPT into something usable.

The prompt should be something similar to this:

You are a file classifier assistant.

Based on the following text content, determine:

  1. What type of document it is (e.g., invoice, contract, resume, receipt, report)
  2. The most suitable folder path to store the document
  3. Optional metadata like company/client name, date, or project code if available

Return the response in this exact JSON format:

{
“suitable_folder”: “”,
“document_type”: “”,
“client_name”: “”,
“project_code”: “”,
“notes”: “”,
“confidence_score”: <value between 0 and 1>
}

Here is the content:

{{text}}

You need to also specify what should be the folders used in each case, and then you can add them to the next module.

Screenshot 2025-07-07 at 5.28.40 PM
Screenshot 2025-07-07 at 5.28.40 PM408×444 13.7 KB

5

Hey Felipe,

you don’t need the Parse JSON module in the example you are providing. There is a setting inside the openAI module to return the output as a JSON and to parse it directly.

6

@Farid1 Use this as a referance to parse json from GPT response : JSON & Iterator mapping not working - #4 by Prem_Patel