Hi All looking to my first create a scenario

Beginner Questions
1

:bullseye: What is your goal?

Hi, looking to create a scenario
Extract data from Invoices received on Gmail and add to a Google Sheet

3

Hello Nicholas!

If you’re using a PAID GOOGLE WORKSPACE account I recommend using the GMAIL module watch new email is straightforward.

If you’re using a FREE GMAIL and you want to use the GMAIL module, then you need to follow more steps Gmail - Apps Documentation

You can also use the module called MAILHOOK (inside webhooks) and it will give you a email ending in make.com this email you have to add inside your gmail as a forwarding address and put a rule that forwards only mails that you’re interested in.

Hope this help deciding how to start your automation.

4

Thanks Ramon, using FREE GMAIL will take a look at the documention

5

hey! parsing invoices from email attachments is a solid first project for make.

the main thing to watch out for is that pdf layouts change between suppliers, so a basic text parser can break easily. the most reliable flow is using gmail’s watch emails module, passing the pdf to an ocr tool like pdf.co or google document ai to pull out invoice date, vendor and total, and then pushing those fields into google sheets.

if your invoices are all from the same vendor though, you can get away with a simpler regex setup right inside make. drop a message if you run into issues mapping the fields, happy to share how i structured mine.

6

Hey Gabriele

Thanks for the reply
All my invoices are from different vendors
Still trying to step it all up

7

@Nick_1 hey Nick!

yeah, when invoices come from multiple different vendors, standard text parsing breaks almost immediately because every supplier formats their PDF differently.

the most reliable way to handle varying layouts in Make is feeding the incoming PDF into an OCR/LLM step (like Google Document AI or an OpenAI/Gemini module inside Make). The AI reads the raw layout, normalizes all different vendor formats into a single clean JSON (Vendor, Date, Invoice #, Total), and then pushes that straight to Google Sheets.

if you want, drop me a DM with 2 or 3 sample invoices (feel free to blur out any sensitive info) and I can show you how to structure the Make scenario for multi-vendor parsing!