Code Automate

用于Microsoft Outlook，自动监控邮箱，定期提取并分类发票邮件，下载附件，利用AI识别发票内容，提取关键信息，并将结果上传至Excel工作簿。此流程可节省数百小时的手动处理时间，提高财务团队的工作效率。

7/8/2025
24 nodes
Complex
schedulecomplexmicrosoftoutlooksplitinbatchesnooplangchainextractfromfilemarkdownwaitfilterschedule triggersticky notemicrosoftexcelautomationadvancedlogicconditionalfilesstoragecronapiintegration
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowData Processing & Analysis
Integrations:
MicrosoftOutlookSplitInBatchesNoOpLangChainExtractFromFileMarkdownWaitFilterSchedule TriggerSticky NoteMicrosoftExcel

Target Audience

This workflow is ideal for finance teams, accounting departments, and business owners who regularly handle invoices. It streamlines the process of managing invoices from email to Excel, significantly reducing manual data entry and increasing efficiency.

Problem Solved

This workflow addresses the challenge of manually processing invoices received via email. It automates the extraction of invoice data from attachments, reducing the risk of human error and saving hundreds of hours that would otherwise be spent on repetitive tasks.

Workflow Steps

  • Scheduled Trigger: The workflow starts on a schedule, fetching recent messages from the Microsoft Outlook inbox every hour.
    2. Get Recent Messages: It retrieves emails that have attachments and were received within the last hour.
    3. Message Classification: Each email is analyzed to determine if it is an invoice using AI classification, reducing false positives.
    4. Download Attachments: Attachments from qualifying messages are downloaded for further processing.
    5. Split Attachments: The downloaded attachments are split into individual files for targeted processing.
    6. Filter Invoices: Non-invoice documents are filtered out based on the classification results.
    7. File-Based OCR: For the invoices, Optical Character Recognition (OCR) is performed to extract relevant data.
    8. Parse Output: The extracted data is parsed into a structured format.
    9. Upload to Excel: Finally, the structured data is appended to a Microsoft Excel workbook for easy review and record-keeping.

    • Customization Guide

    Users can customize this workflow by:
    - Adjusting the scheduled trigger settings to change the frequency of email checks.
    - Modifying the classification criteria in the Message Classifier node to include additional categories or conditions.
    - Changing the Excel workbook and worksheet settings to direct the output to different files or locations.
    - Adding additional nodes for notifications or alerts when invoices are processed, ensuring that relevant stakeholders are informed.