What would be the best way to extract line items from an invoice using a workflow?
I need to extract multiple data points from an invoice line item and add a row for each line item.
I’m used to using the iterator in Make along with other JSON modules but I’m just now starting to use Glide workflows and can’t figure it out.
Thanks!
You have multiple options here.
One of the solution you have is to use the AI actions to extract data from document (document to text), also called Optical Character Recognition (OCR).
Create another action/column (Text to JSON) to convert the text to JSON with your instructions (structure you want in the JSON).
To add multiple rows for each items, you can use either the mutations method with Glide API or use the new Glide webhook triggered workflow by using loop.
That last part gives me trouble. How do I add multiple rows from a JSON webhook? How do I iterate trough it?
You can follow my guide here:
No sorry, you want to add rows. Here is the right guide: