Automation library · Money admin

Audit expense reports with OpenAI and Slack

Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 18 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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18 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 4Model 4Logic 4Service 6

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

  1. 1Expense Submission Webhook1WebhookStarts it
  2. 2Expense Submission WebhookWebhookStarts it
  3. 3AI Receipt Extraction1Open AiModel
  4. 4AI Receipt ExtractionOpen AiModel
  5. 5Policy Check1CodeLogic
  6. 6Policy CheckCodeLogic
  7. 7AI Compliance Verdict1Open AiModel
  8. 8AI Compliance VerdictOpen AiModel
  9. 9Needs Manager Review?1IfLogic
  10. 10Needs Manager Review?IfLogic
  11. 11Manager Approval Slack1SlackService
  12. 12Auto-Approve Email1GmailService
  13. 13Manager Approval SlackSlackService
  14. 14Auto-Approve EmailGmailService
  15. 15Append to Audit Ledger1Google SheetsService
  16. 16Append to Audit LedgerGoogle SheetsService
  17. 17Respond OK1Respond To WebhookStarts it
  18. 18Respond OKRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
18, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. 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.