Automation library · Money admin

Extract invoice data from email to Google Sheets with OpenAI

Started by an arriving email, and works across Gmail, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 2Logic 2Service 4

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

  1. 1Gmail TriggerGmail triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Attachment VerificationFilterLogic
  4. 4Invoice AI AgentAgentModel
  5. 5Extract Invoice dataExtract From FileService
  6. 6Create blank spreadsheetGoogle SheetsService
  7. 7Move spreadsheet in invoice folderGoogle DriveService
  8. 8Preparing Final dataCodeLogic
  9. 9Final Spreadsheet with Invoice dataGoogle SheetsService

How it's built

Starts on
An arriving email
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, 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 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?

Plan an afternoon. 9 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 9 steps before you point it at anything that matters.