Automation library · Money admin

Automate employee trip expense processing with Jotform

Started by an event in a connected app, and works across Gmail, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 12 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 3Logic 4Service 4

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

  1. 1Structured Output ParserOutput Parser StructuredModel
  2. 2GPTLm Chat Open AiModel
  3. 3Jotform TriggerJot Form triggerStarts it
  4. 4Document ExtractorAgentModel
  5. 5Handle multiple filesCodeLogic
  6. 6Transform OutputCodeLogic
  7. 7Upload fileGoogle DriveService
  8. 8Extract from FileExtract From FileService
  9. 9Create HTML Email TemplateCodeLogic
  10. 10Transform invoice recordCodeLogic
  11. 11Send a messageGmailService
  12. 12Append row in sheetGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
12
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Google Sheets 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. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 12 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 12 steps before you point it at anything that matters.