How We Built an AI-Driven Invoicing System in Make

In our last post, we talked about building an automated invoice parsing system with Relay.app. This time, we’re diving into a similar workflow using Make.com—and trust me, there are some key reasons why.

Here’s why we’re using Make:

Make offers a wider range of integrations and more customizable scenarios, letting you create workflows that are truly tailored to your business needs. It also lets you build more advanced workflows with branching and conditional logic, which means your automation can be as sophisticated as you want.

So, what does this look like in action? Here’s a rundown of an invoice extraction system we developed with Make:

📧 Step 1: Your invoices hit your Gmail inbox—as attachment in PDF format
🧠 Step 2: GPT-4 jumps in and pulls out all the key details—who sent it, how much, and what it’s for.
📊 Step 3: That data automatically lands in a Google Sheet, perfectly organized. No more copy-pasting or errors.
💾 Step 4: The original invoice gets saved in Google Drive, so it’s safe, secure, and easy to find.

Why is this awesome? We’ve built it using tools most businesses already rely on—like Gmail and Google Drive—but this setup can easily plug into other software if you need it to.

Our agency specializes in no-code and low-code solutions, which means we can build and launch this for you fast. You’ll see results right away, and it won’t break the bank.

Grab a free AI audit from us—we’ll dig deep and show you how AI and automation can transform your biz.

Visit atma-ai.com to get started! Let’s streamline your invoicing process!