This workflow automates document processing using LlamaParse to extract and analyze text from various file formats. It intelligently processes documents, extracts structured data, and delivers actionable insights through multiple channels.
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How It WorksDocument Ingestion & Processing 📄
– Monitors Gmail for incoming attachments or accepts documents via webhook
– Validates file formats against supported LlamaParse extensions
– Uploads documents to LlamaParse for advanced text extraction
– Stores original documents in Google Drive for reference
Intelligent Document Analysis 🧠
– Automatically classifies document types (invoices, reports, etc.)
– Extracts structured data using customized AI prompts
– Generates comprehensive document summaries with key insights
– Converts unstructured text into organized JSON data
Invoice Processing Automation 💼
– Extracts critical invoice details (dates, amounts, line items)
– Organizes financial data into structured formats
– Calculates tax breakdowns, subtotals, and payment information
– Maintains detailed records for accounting purposes
Multi-Channel Delivery 📱
– Saves extracted data to Google Sheets for tracking and analysis
– Sends concise summaries via Telegram for immediate review
– Creates searchable document archives in Google Drive
– Updates spreadsheets with structured financial information
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Setup StepsConfigure API Credentials 🔑
– Set up LlamaParse API connection
– Configure Gmail OAuth for email monitoring
– Set up Google Drive and Sheets integrations
– Add Telegram bot credentials for notifications
Customize AI Processing ⚙️
– Adjust document classification parameters
– Modify extraction templates for specific document types
– Fine-tune summary generation prompts
– Customize invoice data extraction schema
Test and Deploy 🚀
– Test with sample documents of various formats
– Verify data extraction accuracy
– Confirm notification delivery
– Monitor processing pipeline performance