Extract PDF receipts from email to spreadsheet using AI

If any business area benefitted from automation, it's bookkeeping.

This tutorial shows you how to automate one of the most boring aspects of bookkeeping - reading and transcribing receipts into an Excel or Google spreadsheet. Instead of converting a PDF into an Excel document and spending hours formatting and copying/pasting the data here and there, you can now get all the receipts you want in your Google spreadsheet, Quickbooks, or any other software you choose.

Key Objectives

• Step 1 - Build Zapier Automation using inbox labels.
• Step 2 - Use OpenAI Vision to extra key data as JSON
• Step 3 - Turn the JSON object into separate data fields