Convert legal timesheets to LEDES and PDF invoices
UnknownWhat this workflow does
This AI workflow has 27 nodes and runs when a new email arrives over IMAP. Along the way it connects Microsoft Excel 365, OpenAI Chat Model, Microsoft Outlook and Word2text (community).
How it runs
Trigger: When a new email arrives over IMAP.
- Classify Attachment (Code): runs custom JavaScript code
- If: checks a condition and branches into true / false
- If: checks a condition and branches into true / false
- Excel — Read Invoice Numbers (Microsoft Excel 365): uses Microsoft Excel 365
- Extract — PDF Text (Extract from File): extracts data from a file
- Extract — Word Text (Word2text): uses Word2text
- Get Next Invoice Number (Code): runs custom JavaScript code
- AI Agent: runs an AI agent, with model: LLM — GPT-4o (Time Entries)
- Merge: merges the data from its input branches
- Parse Time Entry Output (Code): runs custom JavaScript code
…plus 14 more steps. See the full node list below.
Services it uses
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-word2text is verified or supports 3.0 (used in Extract — Word Text).
Nodes used (11)
- Email Trigger (IMAP)
n8n-nodes-base.emailReadImap - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Microsoft Excel 365
n8n-nodes-base.microsoftExcel - Extract from File
n8n-nodes-base.extractFromFile - Word2text
n8n-nodes-word2text.word2text - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Merge
n8n-nodes-base.merge - HTTP Request
n8n-nodes-base.httpRequest - Microsoft Outlook
n8n-nodes-base.microsoftOutlook
From the author
Who is this for This template is built for solo attorneys, small law firms, and legal billing coordinators who receive timesheet documents by email and need to produce LEDES-compliant e-billing files for client billing management systems. If you have an IMAP…