Use Cases
- Automate the extraction of transaction data from bank statements
- Convert scanned receipts into structured CSV files for expense tracking
- Streamline data entry processes for financial reporting
- Facilitate document management by organizing extracted data in Google Drive
How It Works
Monitor a designated Google Drive folder for new PDF and image files Download the files for processing based on their type Extract text from PDF documents using specialized tools Send extracted text to an AI model for further analysis and categorization Convert the processed data into CSV format Upload the final CSV files back to Google Drive for easy access
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Set up Google Drive credentials for accessing your files
- 3Create a specific folder in Google Drive for file uploads
- 4Configure the Google Drive trigger to monitor the designated folder
- 5Ensure that the AI model credentials are correctly set up for processing
Apps Used
Google Drive
Vertex AI
Gemini
Categories
Target Roles
Industries
Tags
#document automation
#pdf automation
#batch file processing