# Automate invoice processing with OCR and OpenAI: n8n workflow

> Started by an event in a connected app, and works across Google Drive and Salesforce. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automate-invoice-processing-with-ocr-and-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-invoice-processing-with-ocr-and-openai)

**11 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Logic 2 Service 7

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

- 1 **Google Drive Trigger** Google Drive trigger *Starts it*
- 2 **Download File From Google** Google Drive *Service*
- 3 **Extract from File** Extract From File *Service*
- 4 **Update File to One Drive** Microsoft One Drive *Service*
- 5 **Message a model** Open Ai *Model*
- 6 **Create or update an account** Salesforce *Service*
- 7 **Create an opportunity** Salesforce *Service*
- 8 **Build SOQL** Code *Logic*
- 9 **Query PricebookEntries** Salesforce *Service*
- 10 **Code in JavaScript** Code *Logic*
- 11 **Create Opportunity Line Items** Http Request *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-invoice-processing-with-ocr-and-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**AI-powered invoice analysis & anomaly detection with OpenAI** 11 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/ai-powered-invoice-analysis-and-anomaly-detection-with-opena)
- [**Automate WhatsApp invoice processing with OCR and OpenAI** 11 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automate-whatsapp-invoice-processing-with-ocr-and-openai)
- [**Automate invoice data extraction from Google Drive to Airtable** 11 steps · calls a model · Airtable, Google Drive](https://millionrounds.com/workflow/automate-invoice-data-extraction-from-google-drive-to-airtab)
- [**Automated invoice parsing with LlamaCloud and Claude** 11 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-invoice-parsing-with-llamacloud-and-claude)
- [**Classify & auto-sort invoices in Google Drive with OpenAI** 11 steps · calls a model · Google Drive](https://millionrounds.com/workflow/classify-and-auto-sort-invoices-in-google-drive-with-openai)
- [**Extract and validate invoice data from Google Drive** 11 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/extract-and-validate-invoice-data-from-google-drive)