Automation library · Money admin

Classify documents and extract invoice data

Started by someone submitting a form, and works across Google Sheets. 12 steps, 1 branch: a working afternoon to understand properly.

Medium

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 6Service 5

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

  1. 1On form submissionForm triggerStarts it
  2. 2AnalyzeDoc: Classify DocumentLdx HubService
  3. 3Parse ClassificationExtract From FileService
  4. 4Route by TypeSwitchLogic
  5. 5Reattach Original FileCodeLogic
  6. 6Receipt: Add Your FlowNo OpLogic
  7. 7Business Card: Add Your FlowNo OpLogic
  8. 8Other: Review ManuallyNo OpLogic
  9. 9AnalyzeDoc: Extract Invoice FieldsLdx HubService
  10. 10Parse Invoice JSONExtract From FileService
  11. 11Flatten for SheetsCodeLogic
  12. 12Append Invoice to SheetsGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

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.