This n8n workflow automates the extraction and organization of invoice data from Gmail attachments into structured Google Sheets. The process begins with monitoring a designated Gmail label for new emails containing invoice PDFs. When an email with an attachment arrives, the workflow verifies the presence of a PDF file, then converts it into readable text. An AI-powered agent (using GPT-4) analyzes this text to identify and extract detailed invoice data such as company information, invoice numbers, dates, line items, tax details, and payment information.
The extracted data is then compiled into a new, timestamped Google Sheet created specifically for each invoice. Once populated, the spreadsheet is moved into an organized folder within Google Drive, facilitating easy access and record-keeping. This workflow is particularly useful for accountants, small businesses, and finance teams aiming to streamline invoice processing, reduce manual data entry, and automate accounts payable workflows.
Key components include Gmail for email monitoring, Google Sheets for data organization, Google Drive for file management, and OpenAI GPT-4 for intelligent data extraction. Proper setup of email labels, credentials, and OCR (if scanned documents are used) are essential for smooth operation.
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