Automation library · Money admin

Automated invoice processing & filing with IMAP

Started by an arriving email, and works across Email, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Model 1Logic 3Service 12

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

  1. 1Email Trigger (IMAP)Email Read ImapService
  2. 2Code in JavaScriptCodeLogic
  3. 3Loop Over ItemsSplit In BatchesLogic
  4. 4Upload fileGoogle DriveService
  5. 5Search Month FolderGoogle DriveService
  6. 6Download fileGoogle DriveService
  7. 7Extract From PDFExtract From FileService
  8. 8Extract & Format DataOpen AiModel
  9. 9Get Additional Date DataCodeLogic
  10. 10Google SheetsGoogle SheetsService
  11. 11Download file1Google DriveService
  12. 12Send to DateVEmail SendService
  13. 13Download file2Google DriveService
  14. 14MoveEmail emailImapService
  15. 15Download file3Google DriveService
  16. 16Upload file1Google DriveService

How it's built

Starts on
An arriving email
Steps
16, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Email, Google Drive, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Drive 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 an arriving email.

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. 16 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 16 steps before you point it at anything that matters.