Automation library · Money admin

Automate invoice processing & weekly spending reports

Started by someone submitting a form, and works across Airtable and Email. It hands the judgement calls to OpenAI. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 5Logic 2Service 3

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

  1. 1Invoice Upload FormForm triggerStarts it
  2. 2OpenAI Chat Model - Invoice ParserLm Chat Open AiModel
  3. 3Invoice Data ParserOutput Parser StructuredModel
  4. 4Weekly Report ScheduleSchedule triggerStarts it
  5. 5OpenAI Chat Model - Report GeneratorLm Chat Open AiModel
  6. 6Workflow ConfigurationSetLogic
  7. 7Extract Invoice DataAgentModel
  8. 8Fetch Weekly InvoicesAirtableService
  9. 9Generate Spending ReportAgentModel
  10. 10Validate Invoice DataIfLogic
  11. 11Send Weekly Report EmailEmail SendService
  12. 12Store Invoice in AirtableAirtableService

How it's built

Starts on
Someone submitting a form
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Email
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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.