Receipt Scanner

Overview

The Receipt Scanner automation helps you digitize and organize receipt data automatically. When you upload a receipt image to Google Drive, it triggers a workflow that:

1. Extracts the text using OCR (Optical Character Recognition)
2. Processes the text to identify key information
3. Saves the structured data to your spreadsheet

Instructions

Prerequisites

Before starting, you'll need the following accounts and API keys:

• Google Drive Account: For storing receipts and the output spreadsheet
• Make.com Account: Sign up here - Used for workflow automation
• Eden.ai Account: Sign up here
  • Create an API key in your dashboard
  • Required for OCR processing
• SystemPrompt.io Account: Sign up here
  • Create an API key in your console
  • Used for intelligent text processing

Step 1: Configure SystemPrompt.io

Create a new prompt template that will process the receipt text. You have two options:

Option A: Using the API

curl -X POST https://api.systemprompt.io/v1/prompt \
  -H "Authorization: Bearer $YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Extract receipt data",
    "prompt": "Extract the following information from the receipt text:
      - Date of purchase
      - Time of purchase
      - Store name
      - Total amount
      - Individual items with prices
      - Tax amount (if present)
      - Payment method
 
      Format the output as a JSON object with these fields.
      If any field is not found, set it to null."
  }'

Option B: Using the Web Interface

Step 2: Set Up Google Drive

1. Create a new folder structure:
   • Create a folder named automated-receipt
   • Inside it, create two subfolders:
     • incoming (for new receipt uploads)
     • processed (for completed receipts)
2. Create the output spreadsheet:
   • Create a new Google Sheet named receipts
   • Add the following column headers:
     • Date
     • Time
     • Store
     • Total
     • Items
     • Tax
     • Payment Method
     • Receipt Image Link

Step 3: Configure Make.com Scenario

1. Create New Scenario:

   • Go to make.com
   • Navigate to Scenarios → Create scenario

2. Add Google Drive Trigger:

   • Select "Google Drive" → "Watch Files"
   • Configure:
     • Folder: Select your incoming folder
     • Watch: "New and Updated Files"
     • File Types: "image/*"

3. Add Eden.ai OCR:

   • Add new action: "Eden.ai" → "Extract Text from Image"
   • Configure:
     • Input: File from Google Drive
     • Provider: Select preferred OCR provider
     • Language: Auto-detect

4. Add SystemPrompt.io Processing:

   • Add new action: "SystemPrompt.io" → "Process Text"
   • Configure:
     • Prompt ID: Your created prompt ID
     • Input: OCR text from previous step

5. Add Google Sheets Action:

   • Add new action: "Google Sheets" → "Add Row"
   • Map the JSON response fields to appropriate columns

6. Add File Move Action:

   • Add final action: "Google Drive" → "Move File"
   • Move processed receipt to the processed folder

Testing the Workflow

1. Enable your Make.com scenario
2. Upload a test receipt to the incoming folder
3. Watch the scenario execute in real-time
4. Verify the data appears in your spreadsheet

Troubleshooting

Common issues and solutions:

• OCR Quality: Ensure receipts are well-lit and clearly photographed
• Rate Limits: Check your API usage if processing stops
• File Types: Confirm you're uploading supported image formats (JPG, PNG)