Auto extract data from email and pdf file to Google Sheets and auto create a new Quote to Jobber

Auto extract data from email and pdf file to Google Sheets and auto create a new Quote to Jobber. This customized automation workflow will save a lot of time and reduce the mistake for any business that is receiving the work order via email with a PDF file.

Read more about how to integrate between Google Sheets and Jobber without using Zapier.

Business Scenarios

Running a service-based business involves managing various tasks efficiently, from handling work orders to creating quotes and jobs. Imagine a company utilizing Jobber.com for its business operations, receiving new work orders via email, each accompanied by a PDF file. In the current workflow, the team faces the cumbersome task of manually extracting and transferring data from the PDF to Google Sheets, followed by the manual creation of new jobs or quotes in the Jobber account.

Advantages of Current Workflow:

• Familiarity: The team is accustomed to the current manual process.

• Flexibility: Manual entry allows for human judgment and adjustment.

Disadvantages of Current Workflow:

• Time-Consuming: Manually copying data from PDFs to Google Sheets is labor-intensive.

• Prone to Errors: Human errors in data entry can lead to inaccuracies.

• Inefficiency: The process is slow and may hinder real-time responsiveness.

• Potential for Delays: Manual steps may cause delays in responding to work orders promptly.

How the automation Workflow Works

Step 1: Automated Data Extraction from PDF to Google Sheets

The first step in streamlining this workflow involves leveraging automation to extract essential data from the PDF files received via email. With advanced tools, we can selectively extract relevant information such as line items, pricing details, project specifics, and client information. This data is then automatically populated into a structured Google Sheets file.

Advantages of Automated Data Extraction:

• Time-Efficiency: Automation significantly reduces the time spent on manual data entry.

• Accuracy: Automation minimizes the risk of errors inherent in manual processes.

• Real-Time Updates: Instant extraction ensures up-to-date information for quick decision-making.

Step 2: Automated Job or Quote Creation in Jobber

Once the data is seamlessly stored in Google Sheets, the next step involves automated creation of new jobs or quotes in the Jobber account. Using predefined templates and mapping fields, the relevant information is transferred from the Google Sheets file to Jobber, eliminating the need for manual data input.

Advantages of Automated Job/Quote Creation:

• Rapid Response: Automation enables swift response to incoming work orders.

• Consistency: Automated processes ensure uniformity in data representation.

• Enhanced Productivity: Staff can focus on higher-value tasks instead of manual data entry.

Video Demonstration part 01

In conclusion, transitioning from a manual workflow to an automated one not only saves time and minimizes errors but also enhances overall operational efficiency. By leveraging technology to seamlessly integrate Jobber.com with automated data extraction and job creation processes, businesses can stay agile and responsive in a competitive service-oriented landscape.