Templates / Route and review finance documents from Google Drive with AI, Notion, Gmail, Slack, and Google Sheets

Route and review finance documents from Google Drive with AI, Notion, Gmail, Slack, and Google Sheets

Unknown

by Jitesh Dugar ✓ · 301 views · created 2026-01-07 · Document Extraction, AI Summarization

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This workflow has 14 nodes and runs on a schedule (every hour) (plus 1 other trigger). Along the way it connects Notion, Slack, Google Sheets and Google Drive and 2 more.

How it runs

Trigger: On a schedule (every hour) (plus 1 other trigger).

  1. Fetch Bulk Scan from Drive (Google Drive): download
  2. Verify File Integrity (Code): runs custom JavaScript code
  3. Split PDF into Pages (Htmlcsstopdf): split pdf (pdf manipulation)
  4. Extract from File: extracts data from a file (pdf)
  5. AI: Extract & Classify (Code): runs custom JavaScript code
  6. Route by Department (Switch): routes items into 4 branches
  7. Escalate High Value? (If): checks a condition and branches into true / false
  8. If: checks a condition and branches into true / false
  9. Log to Audit Sheet (Google Sheets): append
  10. Notion: create page (database)

…plus 2 more steps. See the full node list below.

Services it uses

NotionSlackGoogle SheetsGoogle DriveGmailHtmlcsstopdf (community)

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

  • Check that n8n-nodes-htmlcsstopdf is verified or supports 3.0 (used in Split PDF into Pages1).

Nodes used (12)

From the author

Intelligent Multi-Source Document Orchestrator: AI Triage & Multi-Tier Routing 🎯 Description This is an enterprise-grade Intelligent Document Processing (IDP) hub designed to handle high-volume document ingestion, classification, and departmental routing. It…

Excerpt from Jitesh Dugar's description on n8n.io.

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

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