Automate invoice processing & stock management with AI, Gmail, Sheets & Slack

InfyOm Technologies

✅ What problem does this workflow solve?

Order processing often involves manual invoice reading, stock checking, and back-and-forth communication between procurement and operations teams. This workflow automates the entire procurement decision flow — from reading incoming order emails to extracting structured data, checking stock, and creating either a purchase requisition or a work order automatically.

---

💡 Main Use Cases

• 📥 Auto-extract order and invoice details from incoming emails
• 📦 Validate stock availability before processing orders
• 📝 Auto-create Purchase Requisitions when stock is insufficient
• 🛠 Auto-create Work Orders when stock is available
• 📧 Notify procurement or operations via email & Slack
• 📊 Log every action in Google Sheets for tracking and audit

---

🧠 How It Works – Step-by-Step

1. 📧 Gmail Trigger

The workflow begins when a new email arrives at a specific email address.
The invoice file is automatically downloaded for processing.

---

2. 📑 Extract Invoice Record

The attached invoice is processed using OCR or a document extraction tool.
Raw details such as:

• Order ID
• Item code
• Quantity
• Customer information

are extracted for further processing.

---

3. 🤖 AI-Powered Data Structuring

OpenAI structures the extracted fields into a clean and consistent format:

• order_id
• item_code
• quantity
• customer_name

This ensures all data is normalised before stock validation.

---

4. 📦 Stock Check

The workflow checks inventory data stored in Google Sheets.
It compares:

• Required quantity
• Current stock

If stock is insufficient, it triggers the purchase requisition path.
If stock is available, it initiates the work order path.

---

5. 🔀 Conditional Flow

If stock is insufficient:

• Creates a Purchase Requisition record in Google Sheets
• Sends an email notification to the procurement team for approval

If stock is sufficient:

• Creates a Work Order entry in Google Sheets
• Sends a Slack summary message to the operations team

This ensures teams are notified instantly, and work continues without delays.

---

📊 Logging & Reporting

Every step — extracted data, PR created, WO created, notifications sent — is logged in Google Sheets.
This provides a full audit trail for procurement and operations teams.

---

👤 Who can use this?

Ideal for:

• Procurement teams
• Operations departments
• Manufacturing & warehouse units
• Businesses processing high-volume emailed orders
• Any team needing structured, automated order workflows

---

🚀 Benefits

• ⏱ Faster order processing
• 🧠 Fewer manual errors from invoice reading
• 📦 Smarter procurement decisions based on real stock
• 🔁 Automated communication loops
• 📊 Transparent audit logs for every order

---