Automate WhatsApp Invoice Processing with OCR, GPT-4 Mini & Google Services

Description

How it works

This powerful workflow helps businesses and freelancers automatically manage invoices received on WhatsApp.
It detects new messages, downloads attached invoices, extracts key data using OCR (Optical Character Recognition), summarizes the details with AI, updates Google Sheets for record-keeping, saves files to Google Drive, and instantly replies with a clean summary message all without manual effort.

Perfect for small businesses, agencies, accountants, and freelancers who regularly receive invoices via WhatsApp.
Say goodbye to manual data entry and hello to effortless automation.

Set up steps

Setup takes around 10–15 minutes:

1. Connect your WhatsApp Cloud API to trigger incoming messages.
2. Add your OCR.Space API key to extract invoice text.
3. Link your Google Sheets and Google Drive accounts for data logging and storage.
4. Enter your OpenAI API key for AI-based summarization.
5. Import the template, test once, and you’re ready to automate your invoice workflow.

Why use this workflow

• Save hours of manual data entry
• Keep all invoices safely stored and organized in Drive
• Get instant summaries directly in WhatsApp
• Improve efficiency for client billing, and expense tracking.