# Route and review finance documents from Google Drive: n8n workflow

> Started by another system calling it, and works across Gmail, Google Drive, Google Sheets, Notion and one other.

Source: https://millionrounds.com/workflow/route-and-review-finance-documents-from-google-drive (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-and-review-finance-documents-from-google-drive)

**14 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 2 Logic 5 Service 7

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

- 1 **Trigger: Daily Schedule1** Schedule trigger *Starts it*
- 2 **Trigger: Webhook Scan1** Webhook *Starts it*
- 3 **Fetch Bulk Scan from Drive1** Google Drive *Service*
- 4 **Verify File Integrity1** Code *Logic*
- 5 **Split PDF into Pages1** Htmlcsstopdf *Service*
- 6 **Extract from File** Extract From File *Service*
- 7 **AI: Extract & Classify** Code *Logic*
- 8 **Route by Department1** Switch *Logic*
- 9 **Escalate High Value?1** If *Logic*
- 10 **IF: Quality Check Required?** If *Logic*
- 11 **Log to Audit Sheet** Google Sheets *Service*
- 12 **Notion: Create Approval Task** Notion *Service*
- 13 **Slack: Alert Team** Slack *Service*
- 14 **Escalate to CFO (Gmail)1** Gmail *Service*

## 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.

## 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%2Froute-and-review-finance-documents-from-google-drive)
- **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)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

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Also documents and files, with the same services where possible, closest in size first.

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- [**Automate manufacturing QC documentation & compliance** 14 steps · Email, Google Drive](https://millionrounds.com/workflow/automate-manufacturing-qc-documentation-and-compliance)
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- [**Google Drive duplicate file manager** 14 steps · Google Drive](https://millionrounds.com/workflow/google-drive-duplicate-file-manager)
- [**Google Drive share file** 14 steps · Google Drive](https://millionrounds.com/workflow/google-drive-share-file)