Use Cases
- Automatically save PDF invoices from Gmail to Google Drive.
- Log invoice details into Google Sheets for easy tracking.
- Extract key data from PDF invoices using AI.
- Organize invoices into specific folders in Google Drive.
How It Works
Triggers on new unread emails in Gmail with attachments. Checks if the email contains invoice-related content. Downloads the PDF attachment and uploads it to Google Drive. Extracts relevant data from the PDF using OpenAI's model. Appends the extracted data to a Google Sheets document.
Setup Steps
- 1Import the workflow template into n8n.
- 2Set up Gmail and Google Drive credentials.
- 3Configure Google Sheets credentials.
- 4Specify the Google Drive folder for storing invoices.
- 5Test the workflow to ensure proper functionality.
Apps Used
Gmail
Google Drive
Google Sheets
OpenAI
Categories
Target Roles
Tags
#document automation
#file organization
#email automation