Automation library · Money admin

Automated PDF invoice processing & approval flow with OpenAI

Started by someone submitting a form, and works across Gmail, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 3Model 3Logic 1Service 7

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

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3Invoice Folder MonitorGoogle Drive triggerStarts it
  4. 4Monitor Email AttachmentsGmail triggerStarts it
  5. 5Upload Invoice (PDF) FormForm triggerStarts it
  6. 6Invoice Parser AI AgentAgentModel
  7. 7Download Invoice PDFGoogle DriveService
  8. 8Extract Text from Email PDFExtract From FileService
  9. 9Extract Text from Form PDFExtract From FileService
  10. 10Send Invoice for ApprovalGmailService
  11. 11Extract Text from Drive PDFExtract From FileService
  12. 12Check Approval DecisionIfLogic
  13. 13Insert Invoice DataGoogle SheetsService
  14. 14Send Rejection AlertGmailService

How it's built

Starts on
Someone submitting a form
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, 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 someone submitting a form.

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. 14 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 14 steps before you point it at anything that matters.