Automation library · Money admin

Triage invoice disputes from Gmail with OpenAI and Jira

Started by an arriving email, and works across Gmail, Jira and n8n data table. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 1Logic 5Service 8

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

  1. 1Gmail TriggerGmail triggerStarts it
  2. 2paymentsData TableService
  3. 3Invoice DataData TableService
  4. 4PricingData TableService
  5. 5usage logsData TableService
  6. 6Invoice ItemsData TableService
  7. 7Merge DataCodeLogic
  8. 8Remove Duplicate & NormaliseCodeLogic
  9. 9Classify DisputeOpen AiModel
  10. 10Parse outputCodeLogic
  11. 11Validate ActionCodeLogic
  12. 12Check for EscalationIfLogic
  13. 13Create a Ticket (Highest)JiraService
  14. 14Create Ticket (Normal)JiraService
  15. 15Notify teamGmailService

How it's built

Starts on
An arriving email
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Jira, n8n data table
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Jira 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. 15 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 15 steps before you point it at anything that matters.