Step 2: Connect Google Drive and Download the Invoice

The workflow downloads the newly created invoice file and prepares it for AI extraction.

1. Open Fetch Invoice File and set Operation to download.
2. Set File ID to {{ $json.id }}.
3. Credential Required: Connect your googleDriveOAuth2Api credentials.
4. Open Encode File to Base64 and set Operation to binaryToPropery.

Step 3: Set Up the AI Extraction and Parsing

This stage sends the file to Dumpling AI, parses the JSON response, and splits line items.

1. Open AI Extraction Request and set Method to POST.
2. Set URL to https://app.dumplingai.com/api/v1/extract-document.
3. Set JSON Body to {
"inputMethod": "base64",
"files": ["{{ $json.data }}"],
"prompt": "Extract the order number, document date, PO number, sold to name and address, ship to name and address, list of items with model, quantity, unit price, and total price, and the final total amount including tax.",
"jsonMode": "true"
}.
4. Credential Required: Connect your httpHeaderAuth credentials.
5. Open Parse AI JSON Output and keep the code as-is: const raw = $input.first().json.results; const parsed = JSON.parse(raw); return [{ json: parsed }];.
6. Open Expand Invoice Line Items and set Field to Split Out to items.

Step 4: Configure the Google Sheets Output

Each line item is appended as a new row in your Google Sheet along with header fields.

1. Open Append Rows to Sheet and set Operation to append.
2. Select Document as Invoice Sheet and Sheet as Sheet1.
3. Map columns using these expressions: Model → {{ $json.model }}, Quantity → {{ $json.quantity }}, Po_number → {{ $('Parse AI JSON Output').item.json.PO_number }}, Description → {{ $json.description }}, Total price → {{ $json.total_price }}, Unity price → {{ $json.unit_price }}, Order number → {{ $('Parse AI JSON Output').item.json.order_number }}, Ship to name → {{ $('Parse AI JSON Output').item.json.ship_to_name }}, Sold to name → {{ $('Parse AI JSON Output').item.json.sold_to_name }}, Document Date → {{ $('Parse AI JSON Output').item.json.document_date }}, Ship to address → {{ $('Parse AI JSON Output').item.json.ship_to_address }}, Sold to address → {{ $('Parse AI JSON Output').item.json.sold_to_address }}.
4. Credential Required: Connect your googleSheetsOAuth2Api credentials.

Step 5: Test and Activate Your Workflow

Validate the end-to-end run and enable the trigger for production use.

1. Click Execute Workflow and upload a test invoice to the watched folder.
2. Confirm AI Extraction Request returns a JSON payload and Parse AI JSON Output emits structured fields.
3. Verify new rows appear in Invoice Sheet → Sheet1 with line item data.
4. Toggle the workflow to Active to start monitoring the folder continuously.