Automation library · Money admin

Create Zoho Books invoices from email attachments

Started by an arriving email, and works across Email. It hands the judgement calls to OpenAI. 23 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
23 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Model 3Logic 15Service 5

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

  1. 1Email IMAP TriggerEmail Read ImapService
  2. 2Configure Workflow ConstantsSetLogic
  3. 3Filter Emails for AttachmentsFilterLogic
  4. 4Separate Email AttachmentsSplit OutLogic
  5. 5Prepare Files for ScanningCodeLogic
  6. 6Route by Document TypeSwitchLogic
  7. 7Retrieve Customers from ZBooksHttp RequestService
  8. 8Retrieve Taxes from ZBooksHttp RequestService
  9. 9OpenAI OCR for PDF FilesOpen AiModel
  10. 10OpenAI OCR for Image FilesOpen AiModel
  11. 11Separate Customer EntriesSplit OutLogic
  12. 12Retrieve Currencies from ZBooksHttp RequestService
  13. 13Combine OCR OutputsMergeLogic
  14. 14Filter by Customer CriteriaFilterLogic
  15. 15Format ZBooks DataSetLogic
  16. 16Combine Tax and Account InformationMergeLogic
  17. 17Aggregate Customer InformationAggregateLogic
  18. 18OpenAI Invoice Text AnalysisOpen AiModel
  19. 19Combine Invoice and Customer DataMergeLogic
  20. 20Prepare Invoice DataSetLogic
  21. 21Assemble Invoice DetailsCodeLogic
  22. 22Validate Invoice StatusFilterLogic
  23. 23Submit Document to ZBooksHttp RequestService

How it's built

Starts on
An arriving email
Steps
23, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Email
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email account, 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?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

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 23 steps before you point it at anything that matters.