Automation library · Money admin

AI-powered accounting reports from Sabre EDI with OpenAI

Started by an event in a connected app, and works across Google Drive and Pinecone. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 18 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

18 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 12Service 5

The steps in the order they run, from what starts it.

  1. 1When clicking ‘Test workflow’Manual triggerStarts it
  2. 2Embeddings OpenAI1Embeddings Open AiModel
  3. 3Recursive Character Text Splitter1Text Splitter Recursive Character Text SplitterModel
  4. 4Google DriveGoogle DriveService
  5. 5OpenAI Chat ModelLm Chat Open AiModel
  6. 6Embeddings OpenAIEmbeddings Open AiModel
  7. 7OpenAI Chat Model1Lm Chat Open AiModel
  8. 8Embeddings OpenAI2Embeddings Open AiModel
  9. 9Google Drive: extract filesGoogle DriveService
  10. 10Pinecone Vector Store1Vector Store PineconeModel
  11. 11Default Data Loader1Document Default Data LoaderModel
  12. 12Google Drive1Google DriveService
  13. 13Account Receivable AgentAgentModel
  14. 14Pinecone Vector StoreVector Store PineconeModel
  15. 15Tax and Surcharges ReportAgentModel
  16. 16Pinecone Vector Store2Vector Store PineconeModel
  17. 17Google Drive: download file contentsGoogle DriveService
  18. 18Extract from FileExtract From FileService

How it's built

Starts on
An event in a connected app
Steps
18
Size
Medium: a working afternoon
Connects to
Google Drive, Pinecone
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Google Drive and Pinecone accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.