Use Zapier and AI to import PDF receipts and invoices and extract their data

Use AI and Zapier to extract data from PDF receipts and invoices ready for bookkeeping.

If you’re running any sort of business, you likely receive receipts and invoices by email on a daily basis. Extracting the details you need for bookkeeping is probably one of the least interesting things you spend (read: waste) your time on.

Thanks to AI and tools like Zapier, you can now completely automate this process.

In this tutorial, you will learn how to:

  • Trigger your Zapier automation using inbox labels.
  • Extract key data as JSON using OpenAI Vision.
  • Use a code step to turn the JSON object into separate data fields.
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