- Automate classification of PDF invoices and receipts
- Efficiently manage and organize financial documents in Google Drive
- Reduce manual effort in sorting and uploading invoices
- Streamline email communication with automated invoice delivery
Triggered by a webhook that receives a date range and email options Creates a dated folder in Google Drive for storing matched PDFs Fetches emails with attachments from Gmail based on the specified date range Iterates through attachments to filter for PDF files Extracts text from PDFs and checks against classification criteria using OpenAI Uploads matched PDFs to Google Drive and optionally sends them via email
- 1Import the workflow template into n8n
- 2Configure the webhook to receive start and end dates
- 3Set up Google Drive and OpenAI credentials
- 4Define classification criteria in the Configure node
- 5Test the workflow by sending a sample email with PDF attachments