# Process invoices and send weekly AI reports with OpenAI: n8n workflow

> Started by someone submitting a form, and works across Gmail and n8n data table. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/process-invoices-and-send-weekly-ai-reports-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Process invoices and send weekly AI reports with OpenAI

Started by someone submitting a form, and works across Gmail and n8n data table. It hands the judgement calls to OpenAI. 19 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fprocess-invoices-and-send-weekly-ai-reports-with-openai)

**19 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Model 5 Logic 5 Service 7

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

- 1 **Invoice Upload Form** Form trigger *Starts it*
- 2 **Invoice Data Schema Parser** Output Parser Structured *Model*
- 3 **Weekly Report Schedule** Schedule trigger *Starts it*
- 4 **OpenAI GPT-5-mini Model** Lm Chat Open Ai *Model*
- 5 **OpenAI GPT-5-mini Model for Reports** Lm Chat Open Ai *Model*
- 6 **Workflow Configuration** Set *Logic*
- 7 **Extract Invoice Data with AI** Agent *Model*
- 8 **Fetch Weekly Invoices** Data Table *Service*
- 9 **Generate Weekly Report** Agent *Model*
- 10 **Store Raw Form Submission** Data Table *Service*
- 11 **Validate Invoice Data** Code *Logic*
- 12 **Send Weekly Report Email** Gmail *Service*
- 13 **Extract Invoice Content** Extract From File *Service*
- 14 **Check Validation Result** If *Logic*
- 15 **Prepare Success Email Data** Set *Logic*
- 16 **Prepare Error Email Data** Set *Logic*
- 17 **Store Validated Invoice** Data Table *Service*
- 18 **Send Error Email** Gmail *Service*
- 19 **Send Success Email** Gmail *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 19, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, n8n data table
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail account, 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. 19 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 19 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fprocess-invoices-and-send-weekly-ai-reports-with-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Automate GST/VAT tax returns with OpenAI and Gmail** 19 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-gst-vat-tax-returns-with-openai-and-gmail)
- [**Intelligent invoice processing & notification agent** 19 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/intelligent-invoice-processing-and-notification-agent)
- [**Match supplier invoices to purchase orders with Gmail** 19 steps · calls a model · Gmail, n8n data table](https://millionrounds.com/workflow/match-supplier-invoices-to-purchase-orders-with-gmail)
- [**Automated event management with Typeform and Stripe** 19 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/automated-event-management-with-typeform-and-stripe)
- [**Collect overdue payments with Slack** 19 steps · Gmail, Slack](https://millionrounds.com/workflow/collect-overdue-payments-with-slack)
- [**Approve employee expenses with OpenAI and Google Sheets** 18 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/approve-employee-expenses-with-openai-and-google-sheets)