Use Cases
- Automatically extract transaction details from Gmail invoices and payment emails.
- Organize financial data into Google Sheets for easy tracking and reporting.
- Streamline bookkeeping processes for finance teams.
How It Works
Triggers on new emails in Gmail with specified labels for invoices and payments. Extracts PDF attachments from the emails. Parses the extracted data to retrieve transaction details. Stores the structured data into Google Sheets for further analysis.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Gmail credentials for email access.
- 3Set up Google Sheets credentials for data storage.
- 4Adjust email label filters as needed.
- 5Run the workflow to start extracting spend details.
Apps Used
Gmail
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#email automation
#document automation