Receipt Processing AI Agent (with step by step video)

Video Introduction

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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.