Use Cases
- Automatically generate invoices from email communications
- Streamline billing processes for educational institutions
- Reduce manual data entry errors in financial operations
- Enhance efficiency in invoice management using AI
How It Works
Monitor incoming emails for billing-related messages Extract relevant billing details using a set node Process extracted information with OpenAI to generate an invoice Send the generated invoice to Xero for management
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Gmail trigger to monitor specific email accounts
- 3Set up the Moodle node for any necessary educational context
- 4Customize the OpenAI node with the desired prompt for invoice generation
- 5Connect the Xero node to receive and manage the generated invoices
Apps Used
Gmail
Moodle
OpenAI
Xero
Categories
Target Roles
Tags
#document automation
#process automation
#email automation