Templates / Automate invoice processing & stock management with AI, Gmail, Sheets & Slack

Automate invoice processing & stock management with AI, Gmail, Sheets & Slack

Ready for 3.0

by InfyOm Technologies ✓ · 452 views · created 2025-12-11 · Invoice Processing, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 12 nodes and runs on Gmail events. Along the way it connects Gmail, OpenAI Chat Model, Google Sheets and Slack.

How it runs

Trigger: On Gmail events.

  1. Extract from File: extracts data from a file (pdf)
  2. Extract Invoice Record (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
  3. Sales Order Creation (Google Sheets): append
  4. Stock & Shortage Check (Google Sheets): uses Google Sheets
  5. If: checks a condition and branches into true / false
  6. Create Purchase Requisition (Google Sheets): append
  7. Create Work Order (Google Sheets): append
  8. Send a message (Gmail): uses Gmail
  9. Send Order Summary (Slack): uses Slack

Services it uses

GmailOpenAI Chat ModelGoogle SheetsSlack

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

  • Still check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll) (Gmail Trigger).

Nodes used (9)

From the author

✅ What problem does this workflow solve? Order processing often involves manual invoice reading, stock checking, and back-and-forth communication between procurement and operations teams. This workflow automates the entire procurement decision flow — from…

Excerpt from InfyOm Technologies's description on n8n.io.

View the original on n8n.io → Check your own copy

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