Automated Invoice Processing from Outlook to Excel

• Automating invoice extraction from email attachments
• Streamlining accounts receivable processes
• Reducing manual data entry errors in financial records
• Enhancing productivity for finance teams
• Integrating email and spreadsheet management for invoices

Scheduled trigger fetches recent emails from Outlook Emails are classified to identify potential invoices Attachments are downloaded for further processing Invoices are filtered and validated using AI Extracted invoice data is uploaded to an Excel workbook

1. 1
   Import the workflow template into n8n
2. 2
   Connect your Microsoft Outlook and Excel accounts
3. 3
   Configure the scheduled trigger for email fetching
4. 4
   Set up the necessary filters for invoice classification
5. 5
   Test the workflow to ensure proper functionality