Templates / Extract and triage PDF documents with Claude, Gmail, Airtable and Slack

Extract and triage PDF documents with Claude, Gmail, Airtable and Slack

Ready for 3.0

by Bhaskar Gorati ✓ · 8 views · created 2026-09-02 · Document Extraction, 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 workflow has 20 nodes and runs on Gmail events (plus 1 other trigger). Along the way it connects Gmail, Slack and Airtable. It also calls api.anthropic.com over HTTP.

How it runs

Trigger: On Gmail events (plus 1 other trigger).

  1. Get Attachment (Gmail): get
  2. Extract PDF Text (Form) (Extract from File): extracts data from a file (pdf)
  3. Extract PDF Text (Email) (Extract from File): extracts data from a file (pdf)
  4. Normalize Form Input (Edit Fields (Set)): sets 4 fields: source, documentTypeHint, rawText…
  5. Normalize Email Input (Edit Fields (Set)): sets 4 fields: source, documentTypeHint, rawText…
  6. Merge: merges the data from its input branches
  7. AI Extract & Validate (HTTP Request): calls api.anthropic.com (POST)
  8. Parse AI Response (Code): runs custom JavaScript code
  9. Needs Review? (If): checks a condition and branches into true / false
  10. Notify for Review (Slack): uses Slack

…plus 8 more steps. See the full node list below.

Services it uses

GmailSlackAirtable

HTTP calls to: api.anthropic.com

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) (Email Attachment Trigger).

Nodes used (12)

From the author

Quick overview This workflow ingests PDF documents from an n8n upload form or Gmail attachments, extracts their text, uses Anthropic Claude to detect the document type and extract structured fields, and then stores results in Airtable while sending review and…

Excerpt from Bhaskar Gorati 's description on n8n.io.

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

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