The flow
Starts it 1Model 4Logic 5Service 2
The steps in the order they run, from what starts it.
- 1gpt 4o miniLm Chat Open AiModel
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Enter Date till which you want email to be fetchedForm triggerStarts it
- 4AI Agent (Email OCR)AgentModel
- 5Guardrail: Is Finance?GuardrailsModel
- 6Get Email ContentGmailService
- 7Validate ExtractionCodeLogic
- 8IF (Guardrail Passed)IfLogic
- 9Check for ErrorsIfLogic
- 10Filter Finance KeywordsFilterLogic
- 11Apply Finance RulesCodeLogic
- 12Log to Invoices SheetGoogle SheetsService
How it's built
- Starts on
- Someone submitting a form
- Steps
- 12, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail 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 someone submitting a form.
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. 12 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.
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 12 steps before you point it at anything that matters.