Extract invoice data from Gmail PDFs to Google Drive, Sheets, and OpenAI
Ready for 3.0What this workflow does
This AI workflow has 22 nodes and runs on Gmail events (plus 1 other trigger). Along the way it connects OpenAI Chat Model, Google Drive, Gmail and Google Sheets.
How it runs
Trigger: On Gmail events (plus 1 other trigger).
- Skip unwanted senders (Filter): keeps only the items that match a condition
- Get emails in a date range (Gmail): get many
- Pull PDF attachments out (Code): runs custom JavaScript code
- Combine PDFs and folder (Merge): merges the data from its input branches
- Find this month folder in Drive (Google Drive): work with file folder
- Loop over PDFs (Loop Over Items (Split in Batches)): loops over the items in batches
- Upload PDF to Drive (Google Drive): uses Google Drive
- Download PDF back (Google Drive): download
- Build Drive links (Code): runs custom JavaScript code
- Combine file and links (Merge): merges the data from its input branches
…plus 6 more steps. See the full node list below.
Services it uses
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) (Check inbox hourly).
Nodes used (16)
- OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Merge
n8n-nodes-base.merge - Extract from File
n8n-nodes-base.extractFromFile - Auto-fixing Output Parser
@n8n/n8n-nodes-langchain.outputParserAutofixing - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Code
n8n-nodes-base.code - Google Drive
n8n-nodes-base.googleDrive - Filter
n8n-nodes-base.filter - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - Wait
n8n-nodes-base.wait - Gmail Trigger
n8n-nodes-base.gmailTrigger - Google Sheets
n8n-nodes-base.googleSheets - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Gmail
n8n-nodes-base.gmail - Manual Trigger
n8n-nodes-base.manualTrigger
From the author
Quick overview This workflow checks Gmail for emails with PDF invoice attachments, saves each PDF to a month-based Google Drive folder, uses OpenAI to extract key invoice fields, and appends qualifying invoices to a month-named tab in Google Sheets. How it…