Automated Invoice and Report Data Extraction Workflow

This n8n workflow is designed to automate the extraction of structured data from various document types such as invoices, logs, and sensor reports, including PDFs, images, and CSV files. It streamlines data entry by converting unstructured documents into organized data stored in Google Sheets. The process begins with a webhook trigger that receives uploaded files. A switch node then detects the file type (image, PDF, or CSV) and routes the file to the appropriate extraction method: OCR for images using Tesseract, PDF text extraction, or CSV to JSON conversion. The extracted text is sent to Google’s Gemini AI model, which identifies relevant invoice or report fields like invoice ID, date, total amount, vendor, and customer names. This information is formatted into a clean JSON object and subsequently appended or updated in Google Sheets, ensuring that the data is stored systematically and ready for further analysis. This workflow is especially useful for automating manual data entry tasks in accounting, auditing, or reporting processes, saving time and reducing errors.