Automation library · Money admin

Extract structured invoice data from JotForm PDFs with OpenAI

Started by another system calling it, and works across Google Sheets. It hands the judgement calls to OpenAI. 13 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 6Logic 1Service 5

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

  1. 1WebhookWebhookStarts it
  2. 2OpenAI Chat Model for Structured DataLm Chat Open AiModel
  3. 3OpenAI Chat Model for Output ParserLm Chat Open AiModel
  4. 4OpenAI Chat Model for Structured Data Formatted ContentLm Chat Open AiModel
  5. 5Formatted Structured Data ExtractInformation ExtractorModel
  6. 6Structured Data ExtractChain LlmModel
  7. 7Structured Output ParserOutput Parser StructuredModel
  8. 8Download InvoiceHttp RequestService
  9. 9Append or update row in sheetGoogle SheetsService
  10. 10Create a Binary ResponseFunctionLogic
  11. 11Write File from Disk for Inbound Invoice ProcessingRead Write FileService
  12. 12Write the Structured Invoice to DiskRead Write FileService
  13. 13Extract from FileExtract From FileService

How it's built

Starts on
Another system calling it
Steps
13
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

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. 13 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 13 steps before you point it at anything that matters.