Hi all! Exciting news - we've integrated a PDF Reader right into ChatGPT. It's built to handle large PDFs with ease and is completely free for you to use. 👉 GPT [PDF Reader] - chat.openai.com/g/g-QSh6KHL3S-pdf-reader
Navigate to key moments👇 made via tubestamp.com 01:40 - Uploading example PDF invoice for demonstration. 02:05 - Setting up a new zap in Zapier for automation. 03:26 - Converting PDF into Google Doc via Google Drive. 04:59 - Extracting data from Google Doc using Zapier code block. 06:28 - Formatting extracted data for Google Sheets. 07:21 - Discussing need for context in invoice data prompts. 09:39 - Using formatter block for text formatting in Zapier. 10:32 - Splitting data points for spreadsheet columns with formatter block. 11:48 - Creating new spreadsheet row with formatted data. 15:51 - Inviting suggestions for future automation topics. 16:09 - Recommending AI integration playlist by Zapier. Recap by TubeStamp ✏️
Amazing. I was looking for a solution like this, because my employers don't pay any license to use Microsoft AI Builder. Now, I have an alternativa! God bless you!
I know this is from a while back but I've been trying to figure out how to convert a pdf in my drive to a doc without paying for an extra pdf converter service for the past hour and this part was very helpful 04:33 Thanks!
Man, this tutorial helped me a lot, Thank you very much!!!! I followed your instructions, and it was working fine for about 40 days, but yesterday it stopped working. When I got into Zapier, the javascript gave me an error "only absolute urls are supported at (line 1, column 28)". How can I fix it?
Hey Corbin, great channel exactly what I am looking for, I have a question, what would be the best approach to extract the line item details into a table or spreadsheet
Thank you! We could either set up GPT logic for this or fix variables depending on your use case. Here is another great spreadsheet video you may be interested in: ruclips.net/video/kL4gyBPkcv8/видео.html
Corbin, how would you use the new Actions/Function Calling feature to directly have GPT push the invoice data to Google Sheets? Is there a Zap or a webhook that accepts JSON and directly adds the data?
Corbin, thanks for your valuable sharing. However, I am interested in to extract the table contents and further insert into the excel sheet. I am facing the issue that the numbers of the content in the table is different every time. Could you share your experience that how I can solve this issue. Many thanks.
Thanks for the video, going to automate part of my job so when I’m working from non ai can spend more time learning automation while automation does more and more of my job. Ha.
hi Corbin I love your shows. I followed your instructions to build the system however in Zapier eventhogh I have ChatGPTPlus (paid version) from the dropdown I can only choose ChatGPT 3.5 do you know why?
What about pdfs with multiple invoices? Is there either a way to automatically break a file apart with say 10 invoices in 1 pdf into 10 pdfs with 1 invoice per upload or to gather the data and put into 10 different rows in Google sheets?
I'm looking for the oposite process - I have a google sheet with customers and I want to automate creating PDF invoices from the date in the sheet. If anyone knows where I can find more info using Zapier, please send over.
Hi, I have this error when trying to run step number 3 "Failed to run your JavaScript code 2023-11-29T23:03:00.527Z a2407ada-d3da-4401-9d37-99e8a2c66771 Task timed out after 1.04 seconds" What is this problem please?
From what I found this can be encountered when using the free account "That error is just what it sounds like - we give paid users' code steps 10 seconds each to execute (free users only get 1 second)."
Hello my friend as my bussiness is of freight forwarding...could you please make a video for automatically feeding data from my clients invoices that they provide me into my company's house bill of lading format which is in an Excel sheet
is it possible to also use gpt 3.5 or any other free AI tool. Because i tried it wirth gpt 3.5 and its giving me out that there are too much tokens. I already shorted my PDF multplie times and its still not working.
Thanks a bunch for the video reply! Seriously, I appreciate it. So, here's the thing, I've got a couple of questions: 1) If I drop like 5 files at once into Google Drive, does Zapier process all of them? Or is it just like one every 15 minutes? 2) It seems like it doesn't really pick up on the 'new file' trigger when the files are super old. ¿have you experience something like that?.
Thank you for the feedback. Regarding the Google Drive function, it will poll every couple of minutes to check for new files in the drive folder. If any new files are found, it will proceed with the automation. Therefore, if there are 5 new files in the folder, it will process each one separately.
@@Corbin_Brown that’s great 👌👌👌please if you could make a video about on the process, like i have not try, am still new to automation, but in make is it possible to turn that PDF to google doc? Also the code part i wonder how it will be like since you used zapier code.
I am having a great challenge automating for a customer. Because the invoice includes several rows of services but when the PDF is opened by google docs it is not read properly. So I am getting a very long string of text with names, totals, dates. All mixed up. I havent been able to separate each data poing in a separate column. How can I fix this issue?
This is the result I am getting in step 3 after runnin the Java script: Result Provider Cheque Details CANOPY INSURANCE LIMITED. Provider : PRO PHYSIO - APH02315 Cheque N0./Dt. : 7390401 / 20-AUG-2024 Batch ID : 9088 Dt. Filled Claim# Member ID Name Benefit Stat Charged Copay Payable Fee GCT Total 08-AUG-2024 0007618 7217197599984 MELANIE BITTER PHYSIO P 8,000.00 6,000.00 2,000.00 35.00 5.25 7207522899984 CAREEN NOLAN PHYSIO P 8,000.00 4,800.00 3,200.00 56.00 8.40 7475204359984 CAREEN NOLAN PHYSIO P 4,800.00 3,800.00 1,000.00 17.50 2.63 7334407179984 ANNA MELVILLE PHYSIO P 7,000.00 5,200.00 1,800.00 31.50 4.73 7325586279984 IAN GRAHAM PHYSIO P 8,000.00 1,600.00 6,400.00 112.00 16.80 7216486250298 RICARDO LIVINGSTON PHYSIO P 7,000.00 3,500.00 3,500.00 61.25 9.19 1,959.75 08-AUG-2024 0007620 3,135.60 08-AUG-2024 0007621 979.87 08-AUG-2024 0007624 1,763.77 10-AUG-2024 0007645 6,271.20 10-AUG-2024 0007647 3,429.56
The way we convert the PDF to text in this context is a free option for many users. When adding more complexity to this flow, such as receiving the invoice from Stripe in an API call, it can process better.
Hi Corbin, thanks for sharing this awesome video super helpful - I subscribed to your channel. I ve got a few questions for you. Here we go. Q1. the ZAP workflows on this video ensures every time when new PDF file(s) are dropped, it will process converting one PDF at a time then add a new record in Google Sheet right? how often does this get completed every min/ few seconds? Q2. I know this video shows processing one PDF file at a time. Do you know is there other way to update this ZAP flows to process multiple PDF files then insert records in Google sheet (i.e., think of it like batch conversion). I was trying to ask this question to chatGPT but no luck configuring this solution yet.
Hey! For the first question, yes, you are correct. This automation will do one PDF at a time and complete it pretty fast, I would say, under 1 minute. Using this strategy, a user could drag and drop multiple PDFs into the folder. For the second question, I would check out this recent video I did on Zapier Central. This may be more in line with the workflow you are looking for. ruclips.net/video/mWtbOzaRjIg/видео.html
What about extracting the line items from an invoice you receive from a vendor? Say we order from a specific vendor that sends us line item invoices, how can we extract the line items, prices, etc per transaction and automated it for every transaction? In Summary I'm struggling to create an In->Out flow of inventory. In would be extracting invoicing line items as they come in from multiple vendors and out would be us manually inputting usage for each customer. Is this a challenge you're willing to accept? (:
@user-pc8jh6rj9q, this seems like a more complex extraction and also the matching to internal docs/ systems. For what industry is this? We built something along those lines for commodity trading
Have you tested your solution with multiple designs of invoices? Not all invoices have the same design. For something like this to be usable, the solution will have to be dynamic, in the sense that it can perform the task while accounting for different designs of invoices.
I would make a dedicated flow for the most common invoice formats and have multiple zaps then triggered on sender or other data. But that is just my input. Super valuable.
This can handle all types of invoices because the AI is reading plain text, so it won't take into account the design. If you have a specific invoice for a particular use case, I would suggest creating an automation specific to each invoice design. This will guarantee consistent outputs across the board!
Hi, great video, but this no longer works. Following the steps exactly and i'm getting this error: While requesting "dev_file" from Google Drive we ran into an error: We could not calculate the length of your file - please pass a knownLength like z.stashFile(f, knownLength) on step 2 when i need to convert pdf to document file.
Hi all! Exciting news - we've integrated a PDF Reader right into ChatGPT. It's built to handle large PDFs with ease and is completely free for you to use.
👉 GPT [PDF Reader] - chat.openai.com/g/g-QSh6KHL3S-pdf-reader
Bro the GPT reader is not reading ceratin fields. Can we do a quick zoom call
Can the PDF Reader GPT be used via an API call in a Google Apps Script project?
Navigate to key moments👇
made via tubestamp.com
01:40 - Uploading example PDF invoice for demonstration.
02:05 - Setting up a new zap in Zapier for automation.
03:26 - Converting PDF into Google Doc via Google Drive.
04:59 - Extracting data from Google Doc using Zapier code block.
06:28 - Formatting extracted data for Google Sheets.
07:21 - Discussing need for context in invoice data prompts.
09:39 - Using formatter block for text formatting in Zapier.
10:32 - Splitting data points for spreadsheet columns with formatter block.
11:48 - Creating new spreadsheet row with formatted data.
15:51 - Inviting suggestions for future automation topics.
16:09 - Recommending AI integration playlist by Zapier.
Recap by TubeStamp ✏️
Bro I spent 2 hours trying to make this happen... cant believe they dont have a simple automation to JUST OUTPUT WHATS IN THE FILE. Thank you so much.
Amazing. I was looking for a solution like this, because my employers don't pay any license to use Microsoft AI Builder. Now, I have an alternativa!
God bless you!
Thanks!
I know this is from a while back but I've been trying to figure out how to convert a pdf in my drive to a doc without paying for an extra pdf converter service for the past hour and this part was very helpful 04:33 Thanks!
Man, this tutorial helped me a lot, Thank you very much!!!! I followed your instructions, and it was working fine for about 40 days, but yesterday it stopped working. When I got into Zapier, the javascript gave me an error "only absolute urls are supported
at (line 1, column 28)". How can I fix it?
This was sooooo helpful! Thank you!
JavaScript Code:
const response = await fetch(inputData["text"]); const text = await response.text(); const words = text.split(" "); output = { result: words.slice(0, 10000).join(" ") };
iput this code in but it says my input data is not defined
Why is this step needed?
Great content! More videos like this. More zapier automations preferred. Keep up the great work!
More to come!
Hey Corbin, great channel exactly what I am looking for, I have a question, what would be the best approach to extract the line item details into a table or spreadsheet
Thank you! We could either set up GPT logic for this or fix variables depending on your use case. Here is another great spreadsheet video you may be interested in:
ruclips.net/video/kL4gyBPkcv8/видео.html
Corbin, how would you use the new Actions/Function Calling feature to directly have GPT push the invoice data to Google Sheets? Is there a Zap or a webhook that accepts JSON and directly adds the data?
Corbin, thanks for your valuable sharing. However, I am interested in to extract the table contents and further insert into the excel sheet. I am facing the issue that the numbers of the content in the table is different every time. Could you share your experience that how I can solve this issue. Many thanks.
Great video! How can we use GPT4-Vision to analyze the poor-quality image pdf files for greater accuracy?
Hey! I have made a video similar to this request here:
ruclips.net/video/z_JEmxqIZvg/видео.htmlsi=iaL5RSKL5aRHoPv5
@@Corbin_Brown Thanks Corbin!
You are dope bro! Back to back 💰🚀
🙌
Thanks for the video, going to automate part of my job so when I’m working from non ai can spend more time learning automation while automation does more and more of my job. Ha.
@Corbin ai > New to your channel what is the Code that you put in the third step?
Hey! Check out this new Zapier block that does the same output with no code:
ruclips.net/video/D8-6HELz6wA/видео.html&ab_channel=Corbinai
hi Corbin I love your shows. I followed your instructions to build the system however in Zapier eventhogh I have ChatGPTPlus (paid version) from the dropdown I can only choose ChatGPT 3.5 do you know why?
What about pdfs with multiple invoices? Is there either a way to automatically break a file apart with say 10 invoices in 1 pdf into 10 pdfs with 1 invoice per upload or to gather the data and put into 10 different rows in Google sheets?
can we use a localgpt running in a raspberry pie and have it more cost effecient than using openai ?
I'm looking for the oposite process - I have a google sheet with customers and I want to automate creating PDF invoices from the date in the sheet. If anyone knows where I can find more info using Zapier, please send over.
Hi, I have this error when trying to run step number 3 "Failed to run your JavaScript code
2023-11-29T23:03:00.527Z a2407ada-d3da-4401-9d37-99e8a2c66771 Task timed out after 1.04 seconds"
What is this problem please?
From what I found this can be encountered when using the free account "That error is just what it sounds like - we give paid users' code steps 10 seconds each to execute (free users only get 1 second)."
@@jacksandra1 free zapper or free gmail? I have same error...
OK! I know this: free Zapier allows to run code within 1 second...
@@TomaszWiniarskiIndesignExpert free Zappier, if you use a paid subscription the code has time to process
I had the same issue. Had to upgrade my account.
Hello my friend as my bussiness is of freight forwarding...could you please make a video for automatically feeding data from my clients invoices that they provide me into my company's house bill of lading format which is in an Excel sheet
is it possible to also use gpt 3.5 or any other free AI tool. Because i tried it wirth gpt 3.5 and its giving me out that there are too much tokens. I already shorted my PDF multplie times and its still not working.
Do you accept consultation? I need help to automate my tasks at work pls. Thanks
Hey! As of now, I do not offer consulting, but here is a great resource you can check out: zapier.com/experts
Thanks a bunch for the video reply! Seriously, I appreciate it. So, here's the thing, I've got a couple of questions: 1) If I drop like 5 files at once into Google Drive, does Zapier process all of them? Or is it just like one every 15 minutes? 2) It seems like it doesn't really pick up on the 'new file' trigger when the files are super old. ¿have you experience something like that?.
Thank you for the feedback. Regarding the Google Drive function, it will poll every couple of minutes to check for new files in the drive folder. If any new files are found, it will proceed with the automation. Therefore, if there are 5 new files in the folder, it will process each one separately.
Hi Corbin! How could I automate download my Adobe Creative Invoice PDF and email it to my accountant?
In this context, we would need to access the invoice with API. If this is available, then the described workflow could be achieved.
can this be made with make automation as well ?
Definitely!
@@Corbin_Brown that’s great 👌👌👌please if you could make a video about on the process, like i have not try, am still new to automation, but in make is it possible to turn that PDF to google doc? Also the code part i wonder how it will be like since you used zapier code.
How long we will keep using Chat GPT ? Invoices are mostly private data, no corporate will use chatGPT.
I am having a great challenge automating for a customer. Because the invoice includes several rows of services but when the PDF is opened by google docs it is not read properly. So I am getting a very long string of text with names, totals, dates. All mixed up. I havent been able to separate each data poing in a separate column. How can I fix this issue?
This is the result I am getting in step 3 after runnin the Java script:
Result
Provider Cheque Details
CANOPY INSURANCE LIMITED.
Provider : PRO PHYSIO - APH02315 Cheque N0./Dt. : 7390401 / 20-AUG-2024
Batch ID : 9088
Dt. Filled
Claim#
Member ID
Name
Benefit
Stat
Charged
Copay
Payable
Fee
GCT
Total
08-AUG-2024 0007618
7217197599984 MELANIE BITTER PHYSIO P 8,000.00 6,000.00 2,000.00 35.00 5.25 7207522899984 CAREEN NOLAN PHYSIO P 8,000.00 4,800.00 3,200.00 56.00 8.40 7475204359984 CAREEN NOLAN PHYSIO P 4,800.00 3,800.00 1,000.00 17.50 2.63 7334407179984 ANNA MELVILLE PHYSIO P 7,000.00 5,200.00 1,800.00 31.50 4.73 7325586279984 IAN GRAHAM PHYSIO P 8,000.00 1,600.00 6,400.00 112.00 16.80 7216486250298 RICARDO LIVINGSTON PHYSIO P 7,000.00 3,500.00 3,500.00 61.25 9.19
1,959.75
08-AUG-2024 0007620
3,135.60
08-AUG-2024 0007621
979.87
08-AUG-2024 0007624
1,763.77
10-AUG-2024 0007645
6,271.20
10-AUG-2024 0007647
3,429.56
42,800.00
24,900.00
17,900.00
313.25
47.00
17,539.75
Note : P - Paid, X - Reversed, R - Rejected
Rep 004-R2 Page 1 Of 1 Pages
Wouldn’t a faster way to do this, would be to use OCR software to convert the PDF into text?
The way we convert the PDF to text in this context is a free option for many users. When adding more complexity to this flow, such as receiving the invoice from Stripe in an API call, it can process better.
Would this automation process by the exact same for Make?
Certainly, as long as you have access to the same software in Make, this can be replicated there!
Let me know how that goes - I need to do exactly the same with Make (or, and I guess this won't work, IFTTT)
Hi Corbin, thanks for sharing this awesome video super helpful - I subscribed to your channel. I ve got a few questions for you. Here we go. Q1. the ZAP workflows on this video ensures every time when new PDF file(s) are dropped, it will process converting one PDF at a time then add a new record in Google Sheet right? how often does this get completed every min/ few seconds? Q2. I know this video shows processing one PDF file at a time. Do you know is there other way to update this ZAP flows to process multiple PDF files then insert records in Google sheet (i.e., think of it like batch conversion). I was trying to ask this question to chatGPT but no luck configuring this solution yet.
Hey! For the first question, yes, you are correct. This automation will do one PDF at a time and complete it pretty fast, I would say, under 1 minute. Using this strategy, a user could drag and drop multiple PDFs into the folder.
For the second question, I would check out this recent video I did on Zapier Central. This may be more in line with the workflow you are looking for.
ruclips.net/video/mWtbOzaRjIg/видео.html
thankiu brooooo
What about extracting the line items from an invoice you receive from a vendor? Say we order from a specific vendor that sends us line item invoices, how can we extract the line items, prices, etc per transaction and automated it for every transaction?
In Summary I'm struggling to create an In->Out flow of inventory. In would be extracting invoicing line items as they come in from multiple vendors and out would be us manually inputting usage for each customer. Is this a challenge you're willing to accept? (:
@user-pc8jh6rj9q, this seems like a more complex extraction and also the matching to internal docs/ systems. For what industry is this? We built something along those lines for commodity trading
Have you tested your solution with multiple designs of invoices? Not all invoices have the same design. For something like this to be usable, the solution will have to be dynamic, in the sense that it can perform the task while accounting for different designs of invoices.
I would make a dedicated flow for the most common invoice formats and have multiple zaps then triggered on sender or other data. But that is just my input. Super valuable.
This can handle all types of invoices because the AI is reading plain text, so it won't take into account the design. If you have a specific invoice for a particular use case, I would suggest creating an automation specific to each invoice design. This will guarantee consistent outputs across the board!
Hi, great video, but this no longer works. Following the steps exactly and i'm getting this error: While requesting "dev_file" from Google Drive we ran into an error: We could not calculate the length of your file - please pass a knownLength like z.stashFile(f, knownLength) on step 2 when i need to convert pdf to document file.
Hey! Check out this more recent video on how to achieve a similar output: ruclips.net/video/mWtbOzaRjIg/видео.html
No way 👏🥳
😃
getting the following error on code block: Failed to run your JavaScript code
Error: only http(s) protocols are supported
Corbin AI pdf
Tried that with docusgin pdf documents but ita does not convert properly to docx, It does not show the text input inserted in the document by docusign