Automation library · Money admin

Automate invoice processing with Gmail and OCR.space

Started by an arriving email, and works across Gmail, Google Sheets and Slack. 20 steps, 3 branches: a working afternoon to understand properly.

Medium

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

The flow

Starts it 1Logic 7Service 12

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

  1. 1Gmail TriggerGmail triggerStarts it
  2. 2Code in JavaScriptCodeLogic
  3. 3Has Valid Attachment?IfLogic
  4. 4Extract TextHttp RequestService
  5. 5Parse Invoice DataCodeLogic
  6. 6Check QualificationIfLogic
  7. 7Append or update row in sheetGoogle SheetsService
  8. 8Slack Rejection messageSlackService
  9. 9Format for SlackCodeLogic
  10. 10Clean Invoice PayloadCodeLogic
  11. 11Slack Approval RequestSlackService
  12. 12Was Approved?IfLogic
  13. 13Get many contactsXeroService
  14. 14Add Rejected labelGmailService
  15. 15Create invoiceHttp RequestService
  16. 16Update Rejected StatusGoogle SheetsService
  17. 17Add Processed labelGmailService
  18. 18Rejection messageSlackService
  19. 19Update Approved StatusGoogle SheetsService
  20. 20Success messageSlackService

How it's built

Starts on
An arriving email
Steps
20, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on an arriving email.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 20 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 20 steps before you point it at anything that matters.