This workflow is ideal for:
When tax season hits, missing receipts create panic.
This workflow keeps everything in one place. It uses AI to extract details from Gmail attachments, logs them in a Google Sheet, and stores the PDFs in Google Drive.
No digging. No copying. Just everything where it should be.
Apply the label receipt
to any incoming Gmail email. Do not mark it as read.
On a schedule (e.g. daily at 8:00 AM), the workflow triggers.
It searches for unread emails with the label receipt
.
For each matching email, it downloads the attached receipt file.
It extracts text content from the receipt file.
It uploads the original receipt file to a specified folder in Google Drive.
It merges the extracted text with email metadata.
It sends this combined data to OpenAI.
OpenAI extracts structured fields:
date
merchant
category
description
subtotal
tax
total
The extracted data is appended as a new row in the specific Google Sheet.
Finally, the email is marked as read to prevent it from being processed again.
Date
, Merchant
, Category
, Description
, Subtotal
, Tax
, Total
.currency
, project
, or notes
.