Templates / Automate employee trip expense processing with Jotform, OpenAI and Google Sheets

Automate employee trip expense processing with Jotform, OpenAI and Google Sheets

Ready for 3.0

by Jitesh Dugar ✓ · 70 views · created 2025-10-13 · Invoice Processing, AI RAG

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 AI workflow has 12 nodes and runs on Jotform events. Along the way it connects Google Drive, Google Sheets, OpenAI Chat Model and Gmail and 1 more.

How it runs

Trigger: On Jotform events.

  1. Handle multiple files (Code): runs custom JavaScript code
  2. Upload file (Google Drive): uses Google Drive
  3. Extract from File: extracts data from a file (pdf)
  4. Transform invoice record (Code): runs custom JavaScript code
  5. Document Extractor (AI Agent): runs an AI agent, with model: GPT; output parser: Structured Output Parser
  6. Append row in sheet (Google Sheets): append
  7. Transform Output (Code): runs custom JavaScript code
  8. Create HTML Email Template (Code): runs custom JavaScript code
  9. Send a message (Gmail): uses Gmail

Services it uses

Google DriveGoogle SheetsOpenAI Chat ModelGmailJot Form

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.

Nodes used (9)

From the author

👤 Who’s it for This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. Ideal…

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

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

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