Automation library · Money admin

Automated Invoice Flow Manager with OpenAI and Gmail

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 12 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 2Model 1Logic 6Service 3

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

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2Schedule TriggerSchedule triggerStarts it
  3. 3Google SheetsGoogle SheetsService
  4. 4Edit FieldsSetLogic
  5. 5FilterFilterLogic
  6. 6Loop Over ItemsSplit In BatchesLogic
  7. 7GmailGmailService
  8. 8AggregateAggregateLogic
  9. 9Edit Fields1SetLogic
  10. 10OpenAIOpen AiModel
  11. 11Filter1FilterLogic
  12. 12Gmail1GmailService

How it's built

Starts on
A clock
Steps
12, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail 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 a clock.

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.