Use Cases
- Automatically generate invoices from billing emails
- Reduce manual data entry in accounting processes
- Enhance accuracy in invoice creation
- Streamline billing operations for finance teams
How It Works
Triggers when a new email is received in Gmail Extracts billing details using OpenAI's text processing capabilities Generates an invoice in QuickBooks with the extracted data
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your Gmail account to the Email Trigger node
- 3Configure the OpenAI node with the desired prompt
- 4Set up your QuickBooks account in the QuickBooks node
Apps Used
Gmail
OpenAI
QuickBooks
Categories
Target Roles
Industries
Tags
#document automation
#process automation
#email automation