Are you tired of manually sorting through your inbox, extracting invoice details, and uploading them to Google Drive? 😩 Fear not! Let’s dive into how you can use Docparser to automate these tedious tasks with Bubble.io and Make.com. 🚀

Step-by-Step Guide to Automate Invoice Processing

Automation is the key to efficiency, and this guide will walk you through setting up an automated system to handle your invoices.

1. Setting Up Docparser

First, head over to Docparser and sign up. It’s a fantastic resource that can extract data from PDFs and other documents without much customization.

Once signed up, add a new parser. Docparser provides pre-configured parsers for various document types, like invoices. These templates come with built-in rules to extract invoice numbers, dates, account numbers, totals, line items, and more. 🧾

If the pre-configured parsers don’t suit your needs, you can dive into more advanced settings using regex (regular expressions). This will help you fine-tune the data extraction process.

2. Integrating Docparser with Make.com

Next, we need to create a scenario in Make.com. Follow these steps:

1. Create a new scenario and select the Webhooks module. This will be triggered from Docparser.
2. Set up the webhook to listen for parsed documents from Docparser.
3. Map the parsed document data to the appropriate fields in your target system, such as Google Sheets, Airtable, or any other app you use.

3. Mapping Data to Your Spreadsheet

Now, let’s get the parsed document and update our spreadsheet:

1. Add a module to retrieve the parsed document’s details.
2. Map the data fields (like invoice number, date, totals, etc.) from the parsed document to your spreadsheet columns.
3. Store the document ID in your spreadsheet to easily update records without searching for the file.

4. Handling Multiple Attachments

If you receive multiple attachments in an email, Docparser can handle that too! Just ensure your Make.com scenario is set up to process each attachment individually.

5. Error Handling

To make your automation more robust, add error handling in your Make.com scenario. This ensures that any issues during the data extraction or update process are caught and managed properly. 🛡️

Bonus Tips 💡

Docparser’s free plan offers 30 parsing credits per month, which is quite generous. You can process one document up to five pages with one parsing credit. To maximize this, consider using tools like CloudConvert to merge multiple PDFs into one, allowing you to process more documents with fewer credits.

Docparser supports various file formats, including PDFs, Word documents, and images. The extracted data can be downloaded in different formats like Excel or CSV, or directly connected to Google Sheets.

Conclusion

Using Docparser with Bubble.io and Make.com can significantly streamline your invoice processing workflow, saving you time and reducing errors. Give it a try, and let us know how it works for you in the comments below! 😊

Happy automating! 🚀