Consolidate invoice PDFs to line-item sheet
We looked this up in the docs; we have not run it in a bot yet.
Updated 15 Oct 2026.
Attach one or more invoice or receipt PDFs. Extract every line item into one spreadsheet with columns for source file, invoice number, date, item description, quantity, unit price, extended amount, tax, and total. Add a summary sheet by invoice. Confirm totals match the originals where possible. Return the spreadsheet only; leave PDFs unchanged. Stop for review.
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Expected result
Consolidated line-item spreadsheet plus summary.
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