Automation library · Money admin

Extract invoice data from PDFs with OpenAI and a local model

Started by an event in a connected app, and works across Gmail, Google Drive and Google Sheets. It puts OpenAI and a local model behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 10 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI, a local modelRetrieval

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

The flow

Starts it 1Model 4Logic 1Service 4

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

  1. 1Ollama ModelLm OllamaModel
  2. 2Postgres PGVector StoreVector Store PGVectorModel
  3. 3Google Drive Trigger - file creationGoogle Drive triggerStarts it
  4. 4Information ExtractorInformation ExtractorModel
  5. 5Create Email AgentOpen AiModel
  6. 6Download Binary - fileGoogle DriveService
  7. 7Update DB - spreadsheetGoogle SheetsService
  8. 8Send EmailGmailService
  9. 9Extract from PDFExtract From FileService
  10. 10No Operation, do nothingNo OpLogic

How it's built

Starts on
An event in a connected app
Steps
10
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
OpenAI, a local model
Retrieval
Answers are drawn from documents you supply, not from the model alone

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 and a local model. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI and a local model. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.