Automation library · Research and reporting

Extract PDF report tables into Google Sheets with Gmail

Started by an arriving email, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 7Service 4

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

  1. 1New Report EmailGmail triggerStarts it
  2. 2Extraction ModelLm Chat Open AiModel
  3. 3Report SchemaOutput Parser StructuredModel
  4. 4Report SettingsSetLogic
  5. 5Extract Report TableChain LlmModel
  6. 6Only PDF AttachmentsFilterLogic
  7. 7Reconcile TotalsCodeLogic
  8. 8PDF To TextExtract From FileService
  9. 9Did It Reconcile?IfLogic
  10. 10Split Line ItemsSplit OutLogic
  11. 11Prepare Mismatch AlertSetLogic
  12. 12Flatten Line ItemSetLogic
  13. 13Flag For ReviewGoogle SheetsService
  14. 14Alert Reconciliation MismatchSlackService
  15. 15Append Line ItemsGoogle SheetsService

How it's built

Starts on
An arriving email
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack 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. 15 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 15 steps before you point it at anything that matters.