Automation library · Money admin

Automated trip expense claim form with OpenAI and Google Drive

Started by someone submitting a form, and works across Email, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 12 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 4Service 4

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

  1. 1On form submissionForm triggerStarts it
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3GPTLm Chat Open AiModel
  4. 4Handle multiple filesCodeLogic
  5. 5DocClaim Assistant AgentAgentModel
  6. 6Upload fileGoogle DriveService
  7. 7Extract from FileExtract From FileService
  8. 8Transform OutputCodeLogic
  9. 9Transform invoice recordCodeLogic
  10. 10Create HTML Email TemplateCodeLogic
  11. 11Append row in sheetGoogle SheetsService
  12. 12Send trip expense request to finance teamEmail SendService

How it's built

Starts on
Someone submitting a form
Steps
12
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 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. 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.