1) Gmail Trigger | Activador de Gmail
2) Input -> Edit Fields (Set) | Editar campos (establecer)
Context Mail: | da contexto del email
Sender email address: | Dirección de email del remitente
mauricio@gmail.com
Email subject: | Asunto del email
invoice
Email body: | cuerpo del email
aca esta la factura
3) AI Agent (Tools Agent)| Agente IA (Agente de herramientas)
Your role is as a sorting receptionist for the XYZ company. You must
determine if the email is related to the company's billing department.
Traducción:
Su función es la de recepcionista de clasificación para la empresa XYZ. Debe determinar si el correo electrónico está relacionado con el departamento de facturación de la empresa.
- OpenAI Chat Model -> gpt-4o-mini
- Structured Output Parser | Analizador de salida estructurada
{
"type": "object",
"properties": { "isInvoice": { "type": "boolean" },
"invoicetype": { "type": "string" },
"reasoning": { "type": "string" },
"name_company": { "type": "string" }
},
"required": ["isInvoice", "reasoning"]
}
4) IF (condicional) -> Invoice?
Analyze whether or not it is an invoice
Traducción: Analiza si es o no una factura
--->If is yes | Si es si
Action 1/2 | Accion 1
Gmail - Add Label | Agregar etiqueta -> Billing | Facturación
Action 2/2 | Accion 2
Gmail - Get message | Obtener mensaje
& -> Download Attachments | Descargar archivos adjuntos
--->If no | Si es no
No Operation, do notthing | No hace nada
5) Edit Fields (Set) | Editar campos (establecer)
Get ID_Gmail + PDF Extractor
Obtiene el ID del email
6) Merge | Unir -> ID_Gmail + PDF Extractor
7) Aggregate | Agregar a un mismo Objeto JSON
All Item Data (Into a Single List)
Todos los datos del artículo (en una sola lista)
8) Edit Fields (Set) | Editar campos (establecer) MANUAL
Extracted PDF data | Datos PDF extraídos
-> name_company
-> text
9) Edit Fields (Set) | Editar campos (establecer) MANUAL
PDF message Data
-> Sending company | Empresa de envío
-> Text invoice | Factura de texto
10) AI Agent1
Extracts the data from this invoice and returns the response in JSON object format following the following structure:
Extrae los datos de esta factura y devuelve la respuesta en formato de objeto JSON siguiendo la siguiente estructura:
{
"output":
{
"invoiceIssueDate": "string",
"expirationDate": "string",
"invoiceNumber": "string",
"issuingCompany: "string",
"taxBase": number,
"appliesVAT": boolean,
"percentageVAT": number,
"amountVAT": number,
"total": number
}
}
Tools Agent1| Herramientas del Agente1
- OpenAI Chat Model1
- Structured Output Parser1 | Analizador de salida estructurada1
{
"type": "object",
"properties": {
"invoiceIssueDate": {
"type": "string",
"description": "Date of issue of the invoice, in DD-MM-YYYY format"
},
"expirationDate": {
"type": "string",
"description": "Invoice due date, in DD-MM-YYYY format"
},
"invoiceNumber": {
"type": "string",
"description": "Issued invoice number"
},
"issuingCompany": {
"type": "string",
"description": "Name of the company that sends the invoice."
},
"taxBase": {
"type": "number",
"description": "Taxable base or subtotal of the invoice."
},
"appliesVAT": {
"type": "boolean",
"description": "Indicates whether VAT is applied to the invoice."
},
"percentageVAT": {
"type": "number",
"description": "Percentage of VAT applied (e.g. 21 to 21%)."
},
"amountVAT": {
"type": "number",
"description": "Total VAT amount calculated"
},
"total": {
"type": "number",
"description": "Total of the invoice taking into account withholdings and other adjustments. (e.g. taxable rate + VAT)."
}
},
"required": [
"invoiceIssueDate",
"expirationDate",
"invoiceNumber",
"issuingCompany",
"taxBase",
"appliesVAT",
"percentageVAT",
"amountVAT",
"total"
]
}
11) Edit Fields (Set) | Editar campos (establecer) MANUAL
Excel Data Invoice
[
{
"invoiceIssueDate": "31-01-2025",
"expirationDate": "31-01-2025",
"invoiceNumber": "5163848351",
"issuingCompany": "Google LLC",
"taxBase": 12,
"appliesVAT": false,
"percentageVAT": 0,
"amountVAT": 0,
"total": 12
}
]
12) Google Sheets -> Append Row | Agregar fila
[
{
"Invoice Issue Date": "31-01-2025",
"Expiration Date": "31-01-2025",
"Invoice Number": "5163848351",
"Issuing Company": "Google LLC",
"Tax Base": 12,
"Applies VAT": false,
"Percentage VAT": 0,
"Amount VAT": 0,
"TOTAL": 12
}
]