# Extract and log Outlook invoices to OneDrive Excel with OpenAI: n8n workflow

> Started by a clock, and works across Excel and Outlook. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/extract-and-log-outlook-invoices-to-onedrive-excel-with-open (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Extract and log Outlook invoices to OneDrive Excel with OpenAI

Started by a clock, and works across Excel and Outlook. It hands the judgement calls to OpenAI. 24 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fextract-and-log-outlook-invoices-to-onedrive-excel-with-open)

**24 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 2 Logic 13 Service 8

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

- 1 **Schedule, Daily Trigger** Schedule trigger *Starts it*
- 2 **OpenAI, GPT-4.1-mini Model** Lm Chat Open Ai *Model*
- 3 **Outlook, Get Unread Emails** Microsoft Outlook *Service*
- 4 **AI, Extract Invoice Fields** Chain Llm *Model*
- 5 **Code, Prepare Invoice Text** Code *Logic*
- 6 **Code, Parse Invoice JSON** Code *Logic*
- 7 **Set, Format Excel Row** Set *Logic*
- 8 **IF, Has Attachment?** If *Logic*
- 9 **HTTP, Get Attachments** Http Request *Service*
- 10 **Code, No Attachment Pass-Through** Code *Logic*
- 11 **Code, Build Upload Path** Code *Logic*
- 12 **Merge, Rejoin Attachment Branches** Merge *Logic*
- 13 **HTTP, Check Folder Exists** Http Request *Service*
- 14 **Outlook, Mark as Read** Microsoft Outlook *Service*
- 15 **Excel, Append Invoice Row** Microsoft Excel *Service*
- 16 **IF, Folder Exists?** If *Logic*
- 17 **Filter, Has Invoice Data** Filter *Logic*
- 18 **Merge, After Folder Check** Merge *Logic*
- 19 **HTTP, Create Folder** Http Request *Service*
- 20 **Code, Build Digest Email** Code *Logic*
- 21 **Code, Decode PDF Binary** Code *Logic*
- 22 **Outlook, Send Daily Digest** Microsoft Outlook *Service*
- 23 **HTTP, Upload PDF** Http Request *Service*
- 24 **Code, Capture PDF Link** Code *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 24, with 2 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Excel, Outlook
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Excel and Outlook accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

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 24 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 24 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fextract-and-log-outlook-invoices-to-onedrive-excel-with-open)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Excel](https://millionrounds.com/workflows?service=Excel#library)[Outlook](https://millionrounds.com/workflows?service=Outlook#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Extract invoice data to Excel with Gemini and OCR** 23 steps · calls a model · Excel, Telegram](https://millionrounds.com/workflow/extract-invoice-data-to-excel-with-gemini-and-ocr)
- [**Create work4all incoming invoices** 26 steps · Outlook](https://millionrounds.com/workflow/create-work4all-incoming-invoices)
- [**Automate invoice creation & smart reminders with Jotform** 27 steps · calls a model · Outlook, n8n data table](https://millionrounds.com/workflow/automate-invoice-creation-and-smart-reminders-with-jotform)
- [**Convert legal timesheets to LEDES and PDF invoices with OpenAI** 27 steps · calls a model · Email, Excel](https://millionrounds.com/workflow/convert-legal-timesheets-to-ledes-and-pdf-invoices-with-open)
- [**Log Telegram receipt images to Excel 365 with Tesseract OCR** 18 steps · calls a model · Excel, Telegram](https://millionrounds.com/workflow/log-telegram-receipt-images-to-excel-365-with-tesseract-ocr)
- [**Parse incoming invoices from Outlook with Gemini and Excel** 18 steps · calls a model · Excel, Outlook](https://millionrounds.com/workflow/parse-incoming-invoices-from-outlook-with-gemini-and-excel)