Automation library · Money admin

Invoices from Gmail to Drive and 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. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 3Logic 3Service 7

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

  1. 1Gmail Trigger1Gmail triggerStarts it
  2. 2OpenAI ModelLm Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Setup1SetLogic
  5. 5Apply Data Extraction RulesChain LlmModel
  6. 6Only invoice mails with attachmentsIfLogic
  7. 7Map OutputSetLogic
  8. 8Upload PDF to Drive1Http RequestService
  9. 9GmailGmailService
  10. 10Append to Reconciliation SheetGoogle SheetsService
  11. 11Rename file1Google DriveService
  12. 12Move to the correct folder1Google DriveService
  13. 13Google DriveGoogle DriveService
  14. 14Extract from File2Extract From FileService

How it's built

Starts on
An arriving email
Steps
14, with 1 branch
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. 14 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 14 steps before you point it at anything that matters.