PDF invoice data extraction & tracking with Google Drive, Claude AI & Telegram
This sophisticated automation monitors Google Drive for incoming PDF invoices and utilizes Claude AI to extract critical data points like amounts and due dates. It seamlessly synchronizes this information with Google Sheets for tracking and broadcasts real-time alerts to your billing team via Telegram.
Run this with your team's AIWhat This Recipe Does
Managing invoices and proposals manually is a time-consuming process prone to human error and delayed payments. This automation streamlines your entire billing cycle by monitoring your Google Drive for new documents and instantly processing them. Using advanced data extraction, the system identifies key information from your files and synchronizes it directly with a centralized Google Sheets tracker. This ensures your financial records are always up to date without manual data entry. Beyond record-keeping, the workflow provides immediate visibility by sending real-time notifications via Telegram whenever a new document is processed. By bridging the gap between file storage, data management, and team communication, this automation eliminates administrative bottlenecks, reduces the risk of missing deadlines, and allows your team to focus on high-value tasks rather than manual filing. It transforms a static folder of PDFs into a dynamic, automated financial management system.
What your team gets
Forms and dashboards, so it is not a script only one person understands
Runs on your schedule in the cloud, so it does not stop when a laptop closes
Endpoints, so the rest of your stack can trigger the same work
Google Drive, Anthropic connected for the team, not per person
How It Works
- 1
Open the recipe and connect your accounts
Connect Google Drive and Anthropic once, in your team cloud, and nobody has to do it again on their own machine
- 2
Tell your own agent what is different about your process
Claude, ChatGPT, Cursor, whichever your team already uses. It adapts the recipe to how you actually work
- 3
Run it, then leave it running
It lives in your team cloud, so it keeps going after you close the laptop and every teammate's AI can use it
Who Uses This
- Finance teams who need to automatically log incoming vendor invoices into a master spreadsheet for payment tracking.
- Sales departments that want to centralize all sent proposals and receive instant mobile notifications when a new deal is drafted.
- Small business owners looking to eliminate manual data entry by automatically extracting billing totals and dates from PDF documents.
Frequently Asked Questions
Do I need to manually enter data from the documents into the spreadsheet?
No. The automation uses file extraction technology to pull relevant data directly from your documents and populate the Google Sheet automatically.
Can I choose which Google Drive folder the automation monitors?
Yes. You can configure the trigger to watch a specific folder for new invoices or proposals, ensuring only relevant documents are processed.
Is it possible to change the notification channel from Telegram to another service?
The core logic of the workflow can be adapted to send alerts through various communication platforms depending on your team's preference.
What happens if a document is uploaded in a format other than PDF?
The system is designed to handle common document formats, but for the best results in data extraction, standardized file types like PDFs are recommended.
Importing from n8n?
This recipe uses nodes like ExtractFromFile, GoogleDriveTrigger, GoogleDrive, Langchain.informationExtractor and 7 more. On Runwork, you don't need to learn n8n's workflow syntax. Describe what you want to your own AI agent in plain English.
Based on n8n community workflow. View original
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Run this with the AI your team already uses
Your agent adapts it, your team cloud keeps it running, and everyone's AI can find it.
Open this recipe in Runwork