Use Cases
- Automatically generate invoices from email communications
- Extract billing details from incoming messages for financial records
- Streamline the invoicing process for improved efficiency
How It Works
Triggers on new email messages in Gmail Processes email content to extract billing information Utilizes OpenAI for data extraction and invoice generation Creates invoices in QuickBooks automatically
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your Gmail account to the Email Trigger node
- 3Set up the necessary parameters in the Set node
- 4Configure the Arxiv node for data extraction
- 5Connect your OpenAI account and set the prompt for invoice generation
- 6Link your QuickBooks account for invoice creation
Apps Used
Gmail
OpenAI
QuickBooks
Categories
Target Roles
Industries
Tags
#document automation
#process automation
#email automation