Automation library · Money admin

Extract and validate invoice PDFs with OpenAI

Started by someone submitting a form, and works across Gmail and Google Sheets. 11 steps: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 5Service 5

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

  1. 11. Form, Upload Invoice PDFForm triggerStarts it
  2. 22. Extract From File, PDF to TextExtract From FileService
  3. 33. HTTP, AI Extract Invoice FieldsHttp RequestService
  4. 44. Code, Parse Invoice JSON SafelyCodeLogic
  5. 55a. Sheets, Log Invoice HeaderGoogle SheetsService
  6. 65b. Split Out, Line ItemsSplit OutLogic
  7. 76. Code, Add Unique Key and Line MetadataCodeLogic
  8. 87. Sheets, Log Each Line ItemGoogle SheetsService
  9. 98. Aggregate, Collect All Line ItemsAggregateLogic
  10. 109. Code, Verify Totals and Build ReportCodeLogic
  11. 1110. Gmail, Send Extraction ReportGmailService

How it's built

Starts on
Someone submitting a form
Steps
11
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts. 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. 11 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 11 steps before you point it at anything that matters.