Templates / File and classify Gmail invoices, orders, and payouts with OpenAI and Google Sheets

File and classify Gmail invoices, orders, and payouts with OpenAI and Google Sheets

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by Avkash Kakdiya ✓ · 8 views · created 2026-09-29 · 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 AI workflow has 41 nodes and runs on a schedule (every hour) (plus 1 other trigger). Along the way it connects Gmail, OpenAI, Google Sheets and Google Drive and 2 more.

How it runs

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

Get many messages (Gmail): get many
Message a model (OpenAI): uses OpenAI
Message a model (OpenAI): uses OpenAI
Send a message (Discord): work with message
Send a message (Gmail): uses Gmail
Code: runs custom JavaScript code
Switch: routes items into 6 branches
Extract Expense Data (OpenAI): uses OpenAI
Extract Sales Data (OpenAI): uses OpenAI
Extract Settlement (OpenAI): uses OpenAI

…plus 29 more steps. See the full node list below.

Services it uses

Gmail OpenAI Google Sheets Google Drive DiscordPdfbolt (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-pdfbolt is verified or supports 3.0 (used in PDFBolt).

Nodes used (12)

Gmailn8n-nodes-base.gmail
OpenAI@n8n/n8n-nodes-langchain.openAi
Coden8n-nodes-base.code
Switchn8n-nodes-base.switch
Google Sheetsn8n-nodes-base.googleSheets
Google Driven8n-nodes-base.googleDrive
Split Outn8n-nodes-base.splitOut
Ifn8n-nodes-base.if
Schedule Triggern8n-nodes-base.scheduleTrigger
Error Triggern8n-nodes-base.errorTrigger
Discordn8n-nodes-base.discord
Pdf Boltn8n-nodes-pdfbolt.pdfBolt

From the author

Quick overview This workflow runs hourly to process unread Gmail messages, uses OpenAI to classify them (sales, expense, settlement, transaction, notification, other), extracts key fields for expenses/sales/settlements, uploads supporting PDFs to Google…
Excerpt from Avkash Kakdiya's description on n8n.io.

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

File and classify Gmail invoices, orders, and payouts with OpenAI and Google Sheets

What this workflow does

How it runs

Services it uses

Before you upgrade to n8n 3.0

Nodes used (12)

From the author

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