# AI-powered accounting reports from Sabre EDI with OpenAI: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/ai-powered-accounting-reports-from-sabre-edi-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# 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.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-powered-accounting-reports-from-sabre-edi-with-openai)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 12 Service 5

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Embeddings OpenAI1** Embeddings Open Ai *Model*
- 3 **Recursive Character Text Splitter1** Text Splitter Recursive Character Text Splitter *Model*
- 4 **Google Drive** Google Drive *Service*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 7 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 8 **Embeddings OpenAI2** Embeddings Open Ai *Model*
- 9 **Google Drive: extract files** Google Drive *Service*
- 10 **Pinecone Vector Store1** Vector Store Pinecone *Model*
- 11 **Default Data Loader1** Document Default Data Loader *Model*
- 12 **Google Drive1** Google Drive *Service*
- 13 **Account Receivable Agent** Agent *Model*
- 14 **Pinecone Vector Store** Vector Store Pinecone *Model*
- 15 **Tax and Surcharges Report** Agent *Model*
- 16 **Pinecone Vector Store2** Vector Store Pinecone *Model*
- 17 **Google Drive: download file contents** Google Drive *Service*
- 18 **Extract from File** Extract From File *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-powered-accounting-reports-from-sabre-edi-with-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Pinecone](https://millionrounds.com/workflows?service=Pinecone#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Automate invoice processing with OCR.Space and OpenAI** 18 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-invoice-processing-with-ocr-space-and-openai)
- [**Automate invoice processing with OpenAI and XML** 18 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-invoice-processing-with-openai-and-xml)
- [**Automated tax filing with OpenAI** 18 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automated-tax-filing-with-openai)
- [**Extract & classify invoices & receipts with Gmail and OpenAI** 18 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/extract-and-classify-invoices-and-receipts-with-gmail-and-op)
- [**Extract IKEA invoice data from Gmail PDFs with Mistral** 18 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/extract-ikea-invoice-data-from-gmail-pdfs-with-mistral)
- [**Generate RFP proposal drafts from Google Drive with Groq AI** 18 steps · calls a model · Google Docs, Google Drive](https://millionrounds.com/workflow/generate-rfp-proposal-drafts-from-google-drive-with-groq-ai)