Use Cases
- Automatically extract invoice details from Gmail for bookkeeping.
- Capture payment notifications and organize them in Google Sheets.
- Streamline financial record-keeping by automating data entry.
How It Works
Trigger the workflow based on incoming Gmail messages with specific labels. Extract relevant invoice and payment data from email attachments. Parse the extracted information into a structured format. Send the structured data to Google Sheets for record-keeping.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure Gmail triggers with appropriate label filters.
- 3Set up Google Sheets credentials for data entry.
- 4Adjust any specific parameters to fit your financial tracking needs.
Apps Used
Gmail
Google Sheets
Categories
Target Roles
Industries
Tags
#email automation
#document automation
#process automation