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Finance·Polls every 30 min

AI invoice data extractor that turns Gmail PDFs into Notion rows.

Every 30 minutes, scan unread Gmail with attachments. PDFs and images are parsed by Claude vision and filed into a Notion database.

How Pilotran works

7-day free trial · card required after day 7 · cancel anytime

What a real run looks like
Invoice from Linear filed in Notion (row 47).
Attachment on incoming Gmail from billing@linear.example — a PDF invoice. Claude's vision parsed the header and totals; a new row landed in the Invoices database with all four required fields.
notion
New row → Invoices database Vendor: Linear Amount: 216.00 Currency: USD Date: 2026-09-01 Invoice number: LIN-2026-0483 Reasoning: Header shows "Linear" as issuer; total on line 12 is $216.00; "Issued: Sept 1, 2026" upper-right. Invoice number appears twice (top-right and footer), matched.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
Extract structured invoice fields from the attached document. Reply with JSON only: {"vendor": string, "amount": string, "currency": string, "date": string (ISO if possible), "invoice_number": string, "reasoning": string}. If a field is missing, use an empty string and note it in reasoning.
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Notion invoices database ID
textrequired
Share the DB with the Pilotran integration
Frequently askedQuestions about Invoice Data Extractor+
How long does it take to set up Invoice Data Extractor?+

About 60 seconds. Connect Gmail, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Invoice Data Extractor after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Guides for this workflow
Guide
How to extract invoice data with AI (from Gmail attachments).
Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

Start your trial
Activate Invoice Data Extractor in one click.

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