Receipt Processing AI Agent (with step by step video)

Video Introduction []( Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin --- What This Workflow Does This automation eliminates the tedious task of manually entering receipt data by automatically processing receipt images uploaded to Google Drive. When you drop a new receipt into a monitored folder, the workflow extracts vendor name, date, itemized purchases, and total amount using AI, logs everything to a Google Sheet, and sends you an email confirmation with a formatted summary. Key Benefits - Save time: No more manual data entry from receipts - Reduce errors: AI-powered extraction ensures accuracy - Stay organized: All expense data automatically tracked in one spreadsheet - Get notified: Instant email confirmation when receipts are processed Common Use Cases - Personal expense tracking and budgeting - Small business accounting and bookkeeping - Reimbursement documentation - Tax preparation record-keeping Setup Requirements Accounts needed: - Google Drive account (for receipt storage) - OpenAI account (for AI-powered data extraction) - Google Sheets account (for data logging) - Gmail account (for notifications) Configuration steps: 1. Google Drive: Connect your account and select the folder where you'll upload receipts 2. Google Sheets: Make a copy of the template spreadsheet (link in workflow notes) to your own account and update the Sheet ID in the workflow 3. Email recipient: Change the notification email address to your own 4. AI model: The workflow uses GPT-4-mini by default, but you can select a different OpenAI model based on your accuracy and cost preferences The AI Agent is configured to extract data in a strict JSON format with fields for vendor, date (converted to DD/MM/YYYY), itemized purchases, and total amount.