Automation library · Documents and files

Route and review finance documents from Google Drive

Started by another system calling it, and works across Gmail, Google Drive, Google Sheets, Notion and one other. 14 steps, 3 branches: a working afternoon to understand properly.

Medium

Download free
14 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 2Logic 5Service 7

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

  1. 1Trigger: Daily Schedule1Schedule triggerStarts it
  2. 2Trigger: Webhook Scan1WebhookStarts it
  3. 3Fetch Bulk Scan from Drive1Google DriveService
  4. 4Verify File Integrity1CodeLogic
  5. 5Split PDF into Pages1HtmlcsstopdfService
  6. 6Extract from FileExtract From FileService
  7. 7AI: Extract & ClassifyCodeLogic
  8. 8Route by Department1SwitchLogic
  9. 9Escalate High Value?1IfLogic
  10. 10IF: Quality Check Required?IfLogic
  11. 11Log to Audit SheetGoogle SheetsService
  12. 12Notion: Create Approval TaskNotionService
  13. 13Slack: Alert TeamSlackService
  14. 14Escalate to CFO (Gmail)1GmailService

How it's built

Starts on
Another system calling it
Steps
14, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Notion, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Google Sheets, Notion and Slack accounts. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

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.