Back to Templates
This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email.
Ideal users:
Create a form to capture:
Configure file upload node to store files in a specific Google Drive folder.
Set up DocClaim Agent using:
Transform extracted data into a structured claim record (Code Node).
Path 1: Save records to a Google Sheet (one row per expense).
Path 2:
Send Email
node to notify the finance department (e.g., [email protected]
)