Automation library · Money admin

Automate invoice processing with OCR and OpenAI

Started by an event in a connected app, and works across Google Drive and Salesforce. It hands the judgement calls to OpenAI. 11 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 1Logic 2Service 7

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

  1. 1Google Drive TriggerGoogle Drive triggerStarts it
  2. 2Download File From GoogleGoogle DriveService
  3. 3Extract from FileExtract From FileService
  4. 4Update File to One DriveMicrosoft One DriveService
  5. 5Message a modelOpen AiModel
  6. 6Create or update an accountSalesforceService
  7. 7Create an opportunitySalesforceService
  8. 8Build SOQLCodeLogic
  9. 9Query PricebookEntriesSalesforceService
  10. 10Code in JavaScriptCodeLogic
  11. 11Create Opportunity Line ItemsHttp RequestService

How it's built

Starts on
An event in a connected app
Steps
11
Size
Medium: a working afternoon
Connects to
Google Drive, Salesforce
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Drive and Salesforce 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. 11 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 11 steps before you point it at anything that matters.