Zapier AI Automation: Google Drive to CRM (No Code Tutorial)

❤️ SPONSOR This video is sponsored by Zapier.
As many of you know, I only work with tools I actually use and recommend to clients. Zapier’s user friendly interface inspired a customer to bring this tool to me!

👉 https://bit.ly/48tyXXy
IN THIS VIDEO In this video, I show you how to build a complete AI automation workflow using Zapier and Google Drive. We will solve a common business problem: taking PDF invoices (even image-based ones) and converting them into structured database records without any manual work.

Using OpenAI and PDF.co, we’ll extract specific data like Invoice ID, Date, and Customer Name, and send it directly to your CRM. If you are looking to streamline your business automation and stop manual data entry, this no code tutorial is for you.

#GoogleDrive #AI #OpenAI #Zapier #CRM #Automation #NoCode #BusinessAutomation #WorkflowAutomation #DataEntry #PDFco #TechTutorial #ArtificialIntelligence

00:00 Intro
02:22 Trigger - Google Drive
03:29 Google Drive File Sharing
04:38 PDF Service Provider
08:01 Second Data - Get Date from Last Page

Видео Zapier AI Automation: Google Drive to CRM (No Code Tutorial) канала Alfred @ DailyAi