Convert emailed timesheets into QuickBooks invoices with OCR, AI, Gmail and Sheets
QuickBooks Find Customer
quickbooks
If Customer Exists?
QuickBooks Create Customer
quickbooks
QuickBooks Create Invoice
quickbooks
When clicking ‘Execute workflow’
Get row(s) in sheet
googleSheets
Google Sheets2
googleSheets
Set: Spreadsheet (ID & Name)
Split Binary Attachments
Loop: Process Each Attachment
noOp
Wait1
noOp
Split Each Month
splitOut
Map Timesheet Fields
Check for Duplicate Entry
googleSheets
Skip If Duplicate Found
Create Sheet Name + Invoice Date
Google Sheets: Create Sheet
googleSheets
Move Sheet to Invoice Folder
googleDrive
Prepare Default Invoice Row
If- File is Exist
If1
Search: Client Invoices Folder
googleDrive
Search: Employee Name Folder
googleDrive
Check Employee Name Folder
Search: Inside folders in Employee Name Folder
googleDrive
Search: Year Folder
googleDrive
Search: folder name
googleDrive
Check if Year Folder Exists
Create Current Year Folder
googleDrive
Create Employee Name Folder
googleDrive
Google Drive
googleDrive
Get Customer Info From PO Sheet
googleSheets
Create Folder Name
googleDrive
Create: Year Folder
googleDrive
Prepare Month array
Gmail Trigger
Wait
noOp
Extract Text
universal-file-to-text-extractor.vercel.app
Skip January First Time
Delete Exiting Row
googleSheets
OpenAI Chat Model1
gpt-4
AI Agent
openai
Google Gemini Chat Model
google
Sheets: Append Row1
googleSheets
If: First Time This Month?
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.