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Library / Documents, PDF & OCR

Documents, PDF & OCR

Match Emailed PDFs with OpenAI and Save to Drive

When a Gmail email with attachments arrives, it reads each PDF, has OpenAI decide whether it matches your criteria and saves matches to Google Drive.

What it does

# Readpdf Workflow ## Overview Automated workflow: Readpdf Workflow. This workflow integrates 11 different services: stickyNote, code, gmailTrigger, readPDF, merge. It contains 20 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 20 - Node Types: 11 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Read PDF: readPDF - Sticky Note: stickyNote - Configure: set - Is PDF: if - Not a PDF: noOp - Is matched: if - This is a matched PDF: noOp - This is not a matched PDF: noOp - Iterate over email attachments: code - OpenAI matches PDF textual content: openAi - ... and 10 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Read PDF
  2. Configure
  3. Is PDF
  4. Not a PDF
  5. Is matched
  6. This is a matched PDF
  7. This is not a matched PDF
  8. Iterate over email attachments
  9. OpenAI matches PDF textual content
  10. Merge
  11. Upload file to folder
  12. On email received
  13. Ignore large PDFs
  14. Is text within token limit?

19 steps in total.

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