Invoice Processing
104 uses
9/28/2025
Automate invoice processing by collecting, analyzing, and uploading data to Google Sheets for easy tracking and management.
FinanceOperationsSupply Chain
Tired of manually checking invoices for missing fields and copying data into spreadsheets? This tutorial shows how to build an automated invoice processor in Needle.
Overview
The workflow runs on a schedule, checks each invoice for required fields, and writes results to a Google Sheet—no manual data entry.
Key Actions
- Scheduled Trigger – Runs every night
- List Files – Retrieve all invoice files from your Needle Collection.
- Get File Contents – Pull the actual data from each invoice.
- AI Validation – Uses an AI node to check for missing fields (Amount, Beneficiary Name/Address, Bank Name/Address).
- Google Sheets Upsert – Writes normalized data to a Google Sheet.
What You’ll Need
- Needle Collection containing your invoices. Tip: You can upload manually or connect to Google Drive.
- Google Sheet prepared with these exact header columns:
| Invoice | Invoice Name | Amount | Beneficiary Name | Beneficiary Address | Bank Name | Bank Address | Flagged | Comment |
|---|---|---|---|---|---|---|---|---|
| 001 | Invoice A | $1000 | John Doe | 123 Elm St | Bank ABC | 456 Oak St | No | - |
| 002 | Invoice B | $1500 | Jane Smith | 789 Pine St | Bank XYZ | 101 Maple St | Yes | Missing Amount |
Wrap-up
With this Needle workflow, invoices are automatically validated and logged in Google Sheets—eliminating manual data entry and ensuring missing information is caught every time.