The flow
Starts it 1Model 2Logic 6Service 7
The steps in the order they run, from what starts it.
- 1When clicking ‘Execute workflow’Manual triggerStarts it
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Invoice DataGoogle SheetsService
- 4Bank StatementsGoogle SheetsService
- 5Process the Invoice Vs Bank Statement Data1AgentModel
- 6MergeMergeLogic
- 7Clean and Format DataCodeLogic
- 8Combine and Label Merged DataCodeLogic
- 9Add Stream Label FilterCodeLogic
- 10SwitchSwitchLogic
- 11MatchedGoogle SheetsService
- 12IfIfLogic
- 13SummaryGoogle SheetsService
- 14Possible MatchesGoogle SheetsService
- 15Unmatched_InvoiceGoogle SheetsService
- 16Unmatched-Bank TransactionGoogle SheetsService
How it's built
- Starts on
- An event in a connected app
- Steps
- 16, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Google Sheets account, 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. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 16 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.
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 16 steps before you point it at anything that matters.