AI PDF Invoice Extraction & Salesforce Opportunity Automation
Cut manual invoice processing time by 90% with automated AI-extracted data synced to Salesforce Opportunities.
Accounting and sales teams spend hours manually parsing PDF invoices and entering them into Salesforce — causing delays, data errors, and lost revenue visibility. This workflow automatically extracts invoice data using AI, identifies the buyer, and creates a fully-detailed Opportunity with correct line items — all triggered the moment a PDF lands in a Drive folder. That means faster revenue recognition, cleaner CRM data, and zero manual data entry.
Documentation
✨ Description
This workflow turns raw PDF invoices into revenue-ready Salesforce records. The automation monitors a Google Drive folder for new invoices, OCRs the text into structured data using GPT-4.1, validates product and pricing with Salesforce Pricebooks, and automatically creates an Opportunity with precision-mapped Line Items.It provides accounting and revenue ops teams with accurate deal data the moment invoices are issued — without data entry or errors.
🔄 Workflow Steps
- Watch Google Drive Folder
- Trigger runs immediately when a new invoice PDF is uploaded.
- Download & OCR Extract Text
- Reads all relevant invoice data using advanced text extraction.
- AI Extract Structured Invoice Fields
- GPT-4.1 converts raw OCR text into validated JSON: buyer, items, totals, taxes.
- Upsert Account in Salesforce
- Ensures the buyer exists and updates any missing fields.
- Create Opportunity Automatically
- Opportunity name, close date, and amount sourced from invoice totals.
- Match Products to Salesforce Pricebook Entries
- Ensures SKU and pricing accuracy for each item.
- Create Opportunity Line Items
- Every product from the invoice is added with correct pricing and quantities.
- (Optional) Archive File in OneDrive
- Centralized storage for audit and compliance.
⭐ Key Benefits
✔ 90% fewer manual entries — invoices instantly become revenue data in Salesforce✔ Eliminate CRM data errors — correct accounts, products & pricing every time✔ Accelerate month-end close — revenue teams get immediate sales visibility✔ Audit-ready — original files archived and structured fields validated