Extract supplier invoice PDFs into a monday.com board
Hello Makers 👋. Task: Hello Makers 👋 How long does one invoice take you to process manually? This scenario does it in seconds - automatically. Our Business Automation and AI Lead, Francisco de Brito Fontes, shows in this tutorial how to build a workflow that monitors a designated Google Drive folder for newly uploaded supplier invoice PDF files, downloads them, extracts key data (invoice number, vendor details, dates, and amounts) using Make's native AI Extractors, and registers the structured information into a monday.com board. To build this scenario, you will need access to: ✉️ A Google Drive account connected to Make. 🧾 A monday.com account with a Supplier Invoices board configured. 🟣 Access/Credits for Make AI Extractors. Click the following link to apply the prebuilt scenario in your Make account: https://ma.ke/3U4hujp PS: don’t forget to test and validate your scenario, if all modules show a green checkmark, your automation is successful!; tools: Make. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites include connected Google Drive and monday.com accounts, plus Make AI Extractor credits. The source is a tutorial post without verified performance data or cost analysis. Integration uncertainty exists regarding PDF format variations; human approval is required to handle extraction errors or ambiguous data before finalizing records..
Tools
Published on Agent Work Atlas:
Overview
Hello Makers 👋
Workflow
Hello Makers 👋 How long does one invoice take you to process manually? This scenario does it in seconds - automatically. Our Business Automation and AI Lead, Francisco de Brito Fontes, shows in this tutorial how to build a workflow that monitors a designated Google Drive folder for newly uploaded supplier invoice PDF files, downloads them, extracts key data (invoice number, vendor details, dates, and amounts) using Make's native AI Extractors, and registers the structured information into a monday.com board. To build this scenario, you will need access to: ✉️ A Google Drive account connected to Make. 🧾 A monday.com account with a Supplier Invoices board configured. 🟣 Access/Credits for Make AI Extractors. Click the following link to apply the prebuilt scenario in your Make account: https://ma.ke/3U4hujp PS: don’t forget to test and validate your scenario, if all modules show a green checkmark, your automation is successful!
Reported result
The source does not report measured outcomes, processing time reductions, or error rates. It claims the scenario processes invoices in seconds but provides no evidence of successful execution or accuracy metrics. Proposed acceptance check: Verify that 10 sample invoices are correctly extracted and logged in monday.com with 100% field accuracy compared to manual entry.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites include connected Google Drive and monday.com accounts, plus Make AI Extractor credits. The source is a tutorial post without verified performance data or cost analysis. Integration uncertainty exists regarding PDF format variations; human approval is required to handle extraction errors or ambiguous data before finalizing records.
Try it
Act as a business automation specialist. I need to set up a Make scenario to process supplier invoices. Inputs: - Google Drive folder URL: [replaceable folder URL] - monday.com Board ID: [replaceable board ID] - Sample Invoice PDFs: [replaceable file paths] Steps: 1. Create a Make scenario that watches the specified Google Drive folder for new PDF files. 2. Configure Make's AI Extractor to identify invoice number, vendor name, date, and total amount. 3. Map these fields to the corresponding columns in the monday.com board. 4. Perform a dry run with one sample invoice. 5. Present the extracted data and the monday.com item to me for confirmation. 6. Only after my approval, activate the scenario for the remaining files. Output: A working Make scenario link and a screenshot of the populated monday.com board. Constraints: Do not auto-approve any invoices. If extraction confidence is low, flag the item for manual review. Ask clarifying questions if the monday.com column structure is unclear.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.