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Hi,
I am new in Zapier.

I’ve built a Zapier flow to automate the processing of financial statements in PDF format and populate an Excel template with the extracted data. Here's how the flow works:

  1. Trigger: A PDF file (financial statement) is uploaded to a specific folder in Google Drive.
  2. Action: PDF.co extracts structured data from the PDF.
  3. Action: Zapier locates a predefined Excel template stored in Google Drive.
  4. Action: I use AI by Zapier to match the extracted data to the correct fields in the Excel file and update the corresponding value.

The matching is based on four key fields: Year, Quarter, Sub_segment, and Variable. The AI step is designed to identify the correct value from the extracted data and insert it into the appropriate cell in the Excel template.

 

Here’s the prompt I’m currently using:

“Based on the extracted data from PDF.co, use the fields Year, Quarter, Sub_segment, and Variable to identify the correct corresponding value. Match these fields against the structure of the Excel template file found on Google Drive. Return the most accurate value that should be inserted into the template.”

 

i am stuck in the ChatGPT parameters, how can i fill the options ?

thank you for your help

Hi ​@Avyp 

What does your GSheet template look like? (screenshot)

THanks ​@Troy Tessalone 
here is a screenshot :
 

 

​@Avyp 

Your original post states you are using AI by Zapier, but the screenshots shows OpenAI, which is a different Zap app.

 

NOTE: The AI steps will only return data, you would then need to map variables from the AI step to the GSheet step.

 

If using AI by Zapier, then you would need to post updated screenshots showing how your Zap steps are outlined and configured.

 

If using OpenAI...

The OpenAI step has a prompt that references the spreadsheet template, but does not have inputs related to a spreadsheet template.

The OpenAI step also has no values configured for the Values to Extract.

 

Hi there ​@Avyp - just checking in! 👋 Was Troy able to help point you in the right direction?

Let us know how it’s going, happy to lend a hand if you’re still having trouble getting the data added into the spreadsheet 🙂

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