You will get PROJ045: AI-Powered Doc Catalog - Analyze & Organize: Bills, Emails, Images
Project details
ID: PROJ045
We build an AI-powered document automation that eliminates manual sorting, filing, and data entry. Documents such as bills, receipts, or statements are dropped into a “raw” folder on Google Drive. The automation uses Google Cloud Vision OCR to extract text, ChatGPT to classify and summarize content, and Make.com to run the workflow. Each file is renamed, categorized, and moved into the correct folder like Bills, Statements, or Invoices, while details such as vendor, date, and amount are logged in Google Sheets.
The system can run on your accounts with Make.com, Google Cloud, and OpenAI for full control and direct billing through your vendors, or on our accounts at $50 per 2,000 documents. The first 1,000 processed are included in the purchase price of this project, and additional processing can be purchased in a separate project listed on UpWork.
The result is a scalable filing system that organizes documents automatically and generates structured data that can feed into accounting tools, CRMs, compliance dashboards, or approval workflows. We look forward to implementing this solution with you and exploring additional automation use cases.
We build an AI-powered document automation that eliminates manual sorting, filing, and data entry. Documents such as bills, receipts, or statements are dropped into a “raw” folder on Google Drive. The automation uses Google Cloud Vision OCR to extract text, ChatGPT to classify and summarize content, and Make.com to run the workflow. Each file is renamed, categorized, and moved into the correct folder like Bills, Statements, or Invoices, while details such as vendor, date, and amount are logged in Google Sheets.
The system can run on your accounts with Make.com, Google Cloud, and OpenAI for full control and direct billing through your vendors, or on our accounts at $50 per 2,000 documents. The first 1,000 processed are included in the purchase price of this project, and additional processing can be purchased in a separate project listed on UpWork.
The result is a scalable filing system that organizes documents automatically and generates structured data that can feed into accounting tools, CRMs, compliance dashboards, or approval workflows. We look forward to implementing this solution with you and exploring additional automation use cases.
Purpose
BusinessWhat's included $250
These options are included with the project scope.
$250
- Delivery Time 4 days
- Number of Revisions 3
- Number of Hours of Work 20
Optional add-ons
You can add these on the next page.
We process and audit the first batch of files for you (up to 2000)
(+ 3 Days)
+$200Frequently asked questions
About Anthony
SaaS Integrations Expert | Automation, AI Tools & Business Solutions
St. Petersburg, United States - 12:41 am local time
In the last decade, I’ve led hundreds of integration projects—from Workday ERP and Orchestration workflows to Smartsheet automation, CRM and financial platform integrations, HRIS, procurement systems, and custom AI tools. I bridge the gap between business goals and technical execution, ensuring every solution is reliable, secure, and built for growth.
What I Deliver:
-SaaS & Enterprise System Integrations (API, ETL, Middleware)
-Workday Integrations & Orchestration Solutions
-Smartsheet Automation & Reporting
-AI Agents & Custom Business Tools
-Workflow Orchestration & Process Automation
-Data Mapping, Transformation, & Reporting Solutions
-Scalable, Secure Integration Architectures
Why Clients Choose Me:
-11+ years in enterprise-grade integrations
-Proven track record with complex, multi-system projects
-Expertise in Workday, Smartsheet, and AI-powered automation
-Fluent in both business strategy and technical delivery
-Focus on speed, scalability, and ROI
If you’re ready to make your systems work together, cut manual effort, and embrace automation powered by AI, let’s talk. I’ll bring clarity, strategy, and flawless execution to your next project.
Steps for completing your project
After purchasing the project, send requirements so Anthony can start the project.
Delivery time starts when Anthony receives requirements from you.
Anthony works on your project following the steps below.
Revisions may occur after the delivery date.
Confirm account ownership and billing model
Client chooses between using their own accounts or our hosted option at $50 per 2,000 documents.
Share Drive access
Depending on approach in step 1, necessary permissions are created in Google Drive for the automation to read, move, copy, and delete files in the appropriate workspace.