Case Study

I'm too lazy to record every transaction for my expense tracking. Since all my expenses are digital, I just extract the transactions from bank PDF statements and screenshots into CSV to import into my budgeting software.

Read more -> How I used A.I. to track all my expenses

What this workflow does

• Upload your PDF or screenshots into Google Drive
• It then passes the PDF/image to Vertex Gemini to do some A.I. image recognition
• It then sends the transactions as CSV and stores it into another Google Drive folder

Setup

1. Set up 2 google drive folders. 1 for uploading and 1 for the output.
2. Input your Google Drive crendtials
3. Input your Vertex Gemini credentials

How to adjust it to your needs

• You can upload other types of documents for information extraction.
• You can extract any text data from any image or PDF
• You can adjust the A.I. prompt to do different things