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Finance, Invoices & Accounting
Extract Gmail Invoice Spend Details with Claude and Gemini
When a new email with an invoice or payment arrives in Gmail, Claude and Gemini extract the spend details into Google Sheets.
What it does
# Extract spend details (template) ## Overview Automated workflow: Extract spend details (template). This workflow integrates 14 different services: stickyNote, gmailTrigger, lmChatGoogleGemini, splitOut, chainLlm. It contains 29 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 29 - Node Types: 14 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Get invoice: gmailTrigger - Get payment: gmailTrigger - Extract invoice: extractFromFile - Extract payment: extractFromFile - HTML: html - Split Out: splitOut - Structured Output Parser1: outputParserStructured - Google Gemini Chat Model1: lmChatGoogleGemini - Send: googleSheets - Set data 0: set - ... and 19 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
- Get invoice
- Get payment
- Extract invoice
- Extract payment
- HTML
- Split Out
- Structured Output Parser1
- Google Gemini Chat Model1
- Send
- Set data 0
- Set data 1
- Set data 2
- Invoice data
- Payment data
27 steps in total.
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