Use Cases
- Automatically extract invoice data from emails
- Store invoice information in Google Sheets for easy access
- Reduce manual data entry errors in financial processes
- Enhance invoice tracking and reconciliation workflows
How It Works
Monitor Gmail for incoming invoices with PDF attachments Upload detected invoices to a parsing service for data extraction Retrieve and format the extracted data using AI models Append the formatted data to a Google Sheets document Label processed emails to avoid duplication in future workflows
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Connect your Gmail and Google Sheets accounts
- 3Set up the necessary filters for incoming invoices in the Gmail trigger
- 4Configure the Google Sheets document ID and sheet name
- 5Test the workflow to ensure proper functionality
Apps Used
Gmail
Google Sheets
OpenAI
LlamaParse
Categories
Target Roles
Industries
Tags
#document automation
#process automation
#email automation