Automated Invoice Processing with AI and Outlook

This n8n workflow automates the entire process of managing incoming email invoices, leveraging AI for classification and data extraction, and organizing the results in Excel. The process begins with scheduled checks for new Outlook emails, filtering for potential invoices through AI-based message classification. Attachments from relevant messages are downloaded and then analyzed using Gemini’s AI capabilities to determine if they are invoices and to extract key details like invoice numbers, dates, and amounts. The workflow includes classification nodes that help distinguish invoice documents from other attachments, and OCR processes that extract detailed invoice data with high accuracy. The final step involves appending structured invoice data into an Excel spreadsheet, making it easy for finance teams to review, reconcile, or upload to accounting systems. This automation significantly reduces manual effort, minimizes errors, and speeds up invoice processing, making it ideal for finance and accounting teams handling high volumes of supplier invoices.