AI Trip Receipt Extraction to Sheets & Email Notifications

This workflow streamlines business trip expense reporting by allowing employees to submit a form with trip details and PDF receipts. Files are automatically saved to Google Drive, then processed by a DocClaim Assistant agent powered by GPT-4o-mini, which extracts key invoice data like vendor, total, tax, and date into a standardized JSON format. Data is transformed via a code node for consistency before splitting into parallel paths: appending records to a central Google Sheet for tracking and generating a detailed HTML email summary sent to the finance team.

Benefits include massive time savings on manual data entry, reduced errors from AI-powered extraction, centralized record-keeping, and instant notifications for faster claim approvals. It handles multiple receipts per submission, ensuring comprehensive coverage for trips with various expenses.

Ideal for employees submitting claims, HR/admins reviewing reimbursements, and finance teams processing expenses. Use cases span corporate travel management, remote teams, and any organization with frequent business trips needing audit-ready expense logs.

Setup is straightforward: configure a form for inputs, link Google Drive/Sheets credentials, deploy the AI agent with a structured parser, and set email recipients. Scalable for high-volume claims with minimal maintenance.