Quick overview This workflow monitors an IMAP inbox for emails with invoice attachments, uses OpenAI to OCR and extract structured invoice data, looks up customers and tax/currency settings in Zoho Books, and then creates a new Zoho Books invoice with the original attachment included. How it works Triggers when a new email arrives via IMAP. Filters for emails that contain attachments, then splits each attachment into its own item for processing. Normalizes each attachment’s binary data and routes it to OpenAI for OCR based on whether it is a PDF or an image. Fetches taxes, currencies, and active customer contacts from Zoho Books and prepares the data for matching and invoice creation. Sends the OCR text plus Zoho Books tax metadata to OpenAI to validate that the document is a sales invoice and to return invoice and customer details as JSON. Filters out non-invoice attachments, matches the extracted customer to an existing Zoho Books contact (with a configurable fallback), and posts a new invoice to Zoho Books using multipart upload to attach the original file. Setup Add IMAP credentials for the mailbox that receives invoice emails.
Tags
Related workflows
See all AI Automation→
Create AI product video ad Shorts from Telegram photos with OpenAI and AtlasCloud
Quick overview This workflow takes a product photo sent via Telegram, uses OpenAI Vision to describe it and OpenAI to write a short-form video ad prompt, generates a vertical video via AtlasCloud, then (after two approvals in Telegram) publishes the Short to YouTube via Blotato. How it works Triggers when a user sends a product photo (optionally with a caption/campaign) to a Telegram bot. Downloads the image from Telegram and uses OpenAI Vision to extract an advertising-focused product description. Uses OpenAI to generate a single cinematic text-to-video prompt plus a YouTube Shorts title and description. Sends the proposed prompt to Telegram and waits for your approval before proceeding. If approved, requests video generation from AtlasCloud and polls the render status until the video is completed. Sends the generated video back to Telegram for preview and waits for a second approval to publish. If approved, publishes the video to YouTube as an unlisted Short via Blotato and notifies you in Telegram (otherwise it stops and sends a decline message). Setup Create and connect a Telegram bot credential, then start a chat with the bot so it can receive photos and send approval prompts.
Generate executive decision briefings from APIs with OpenAI and Google Sheets
Quick overview This workflow runs daily or via an on-demand webhook to pull financial metrics, operational KPIs, and market quotes via HTTP APIs, then uses OpenAI to detect anomalies and generate an executive briefing that is POSTed to a dashboard endpoint and logged to Google Sheets. How it works Runs on a daily schedule or receives a POST request via a webhook to start an executive briefing run with a configurable lookback period. Fetches financial metrics, operational KPIs, and market data in parallel from three HTTP API endpoints and continues even if one source fails. Merges and normalizes the three datasets into a single snapshot, marking missing sources as unavailable so downstream steps keep a consistent structure. Uses OpenAI to analyze the snapshot for anomalies, unusual trends, and data gaps, returning a severity-scored findings JSON. Uses OpenAI again to turn the anomaly findings and raw metrics into a structured executive briefing with a health score, risks, opportunities, and recommended actions. Formats a final JSON payload and delivers it by POSTing to your dashboard endpoint and appending a summary row to a Google Sheets tracker. If the run was triggered by the web
Manage Google and Trustpilot reviews with OpenAI and Slack
Quick overview This workflow runs hourly to fetch new Google Business Profile and Trustpilot reviews, deduplicates them, uses OpenAI via a LangChain agent to draft sentiment-aware replies, escalates negative reviews in Slack, and routes positive replies to Slack for approval before posting the reply back to Trustpilot. How it works Runs every hour on a schedule. Fetches the latest reviews from the Google Business Profile API and the Trustpilot API and combines the results. Deduplicates reviews by tracking previously seen review IDs in workflow static data and stops if there are no new reviews. Processes each new review and uses OpenAI (via a LangChain agent) to generate structured JSON containing sentiment, a draft reply, and an optional suggested resolution. Sends negative reviews to a Slack channel for the owner along with the suggested resolution. Sends positive draft replies to Slack for one-tap approval (with a 24-hour timeout) and, if approved, publishes the reply to the Trustpilot API. Sends a Slack alert to the ops channel if the workflow errors. Setup Configure authentication and replace placeholders for the Google Business Profile reviews endpoint (account and location) i