{ "meta": { "templateCredsSetupCompleted": true }, "nodes": [ { "id": "70ca3a90-55c8-4e46-9278-6a8fd3d107cd", "name": "Gmail Trigger", "type": "n8n-nodes-base.gmailTrigger", "position": [ -1820, 220 ], "parameters": { "simple": false, "filters": { "labelIds": [ "Label_1393502052621954450" ] }, "options": { "downloadAttachments": true }, "pollTimes": { "item": [ { "mode": "everyMinute" } ] } }, "typeVersion": 1.2 }, { "id": "f7dcff0f-7e98-4042-a33e-2fc32d876908", "name": "Create blank spreadsheet", "type": "n8n-nodes-base.googleSheets", "position": [ -780, 220 ], "parameters": { "title": "=invoice_{{ $now }}", "options": {}, "resource": "spreadsheet", "sheetsUi": { "sheetValues": [ { "title": "=invoice_details" } ] } }, "executeOnce": false, "typeVersion": 4.5 }, { "id": "9769ad04-a41c-4d55-806a-042b7d00e131", "name": "Move spreadsheet in invoice folder", "type": "n8n-nodes-base.googleDrive", "position": [ -560, 220 ], "parameters": { "fileId": { "__rl": true, "mode": "id", "value": "={{ $json.spreadsheetId }}" }, "driveId": { "__rl": true, "mode": "list", "value": "My Drive", "cachedResultUrl": "https://drive.google.com/drive/my-drive", "cachedResultName": "My Drive" }, "folderId": { "__rl": true, "mode": "list", "value": "1JIdajTJvK6gj4bRjniBJvHEJbQ1pn3AM", "cachedResultUrl": "https://drive.google.com/drive/folders/1JIdajTJvK6gj4bRjniBJvHEJbQ1pn3AM", "cachedResultName": "invoices" }, "operation": "move" }, "typeVersion": 3 }, { "id": "f9dbfe55-70b0-4abc-9745-9f4a65d5d1c2", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ -1180, 480 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4o-mini" }, "options": { "responseFormat": "json_object" } }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "00c59142-6079-4e9c-9374-ad487e48f072", "name": "Attachment Verification", "type": "n8n-nodes-base.filter", "position": [ -1600, 220 ], "parameters": { "options": { "ignoreCase": false }, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "efd974d9-aa20-461a-86ae-6e0a16d1527d", "operator": { "type": "object", "operation": "exists", "singleValue": true }, "leftValue": "={{ $('Gmail Trigger').item.binary }}", "rightValue": "" } ] } }, "typeVersion": 2.2 }, { "id": "8a29ac14-be2b-468a-97fa-540d28e80006", "name": "Extract Invoice data", "type": "n8n-nodes-base.extractFromFile", "position": [ -1380, 220 ], "parameters": { "options": {}, "operation": "pdf", "binaryPropertyName": "={{ $('Attachment Verification').item.binary.keys() }}" }, "typeVersion": 1 }, { "id": "ae08cdc8-fcf9-4891-be86-b2dcf6f35278", "name": "Preparing Final data", "type": "n8n-nodes-base.code", "position": [ -340, 220 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "// Loop over input items and add a new field called 'myNewField' to the JSON of $input$json.output.first().json.outputeach one\n\nlet invoice_details = $('Invoice AI Agent').item.json.output\n\nreturn JSON.parse(invoice_details)" }, "typeVersion": 2 }, { "id": "7615a5b0-8761-43e2-82b0-32ac5c772f44", "name": "Final Spreadsheet with Invoice data", "type": "n8n-nodes-base.googleSheets", "position": [ -140, 220 ], "parameters": { "columns": { "value": {}, "schema": [ { "id": "billed_to", "type": "string", "display": true, "removed": false, "required": false, "displayName": "billed_to", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "invoice_number", "type": "string", "display": true, "removed": false, "required": false, "displayName": "invoice_number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "date_of_issue", "type": "string", "display": true, "removed": false, "required": false, "displayName": "date_of_issue", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "due_date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "due_date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "item_0_description", "type": "string", "display": true, "removed": false, "required": false, "displayName": "item_0_description", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "item_0_quantity", "type": "string", "display": true, "removed": false, "required": false, "displayName": "item_0_quantity", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "item_0_rate", "type": "string", "display": true, "removed": false, "required": false, "displayName": "item_0_rate", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "item_0_amount", "type": "string", "display": true, "removed": false, "required": false, "displayName": "item_0_amount", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "tax_0_cgst_rate", "type": "string", "display": true, "removed": false, "required": false, "displayName": "tax_0_cgst_rate", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "tax_0_cgst_amount", "type": "string", "display": true, "removed": false, "required": false, "displayName": "tax_0_cgst_amount", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "tax_0_sgst_rate", "type": "string", "display": true, "removed": false, "required": false, "displayName": "tax_0_sgst_rate", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "tax_0_sgst_amount", "type": "string", "display": true, "removed": false, "required": false, "displayName": "tax_0_sgst_amount", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "item_0_total_amount", "type": "string", "display": true, "removed": false, "required": false, "displayName": "item_0_total_amount", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "subtotal", "type": "string", "display": true, "removed": false, "required": false, "displayName": "subtotal", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "total", "type": "string", "display": true, "removed": false, "required": false, "displayName": "total", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "terms", "type": "string", "display": true, "removed": false, "required": false, "displayName": "terms", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "conditions_instructions", "type": "string", "display": true, "removed": false, "required": false, "displayName": "conditions_instructions", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "company_name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "company_name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "company_mobile", "type": "string", "display": true, "removed": false, "required": false, "displayName": "company_mobile", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "company_email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "company_email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "company_website", "type": "string", "display": true, "removed": false, "required": false, "displayName": "company_website", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "payment_transaction_ids", "type": "string", "display": true, "removed": false, "required": false, "displayName": "payment_transaction_ids", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "mode_of_payment", "type": "string", "display": true, "removed": false, "required": false, "displayName": "mode_of_payment", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "billing_address", "type": "string", "display": true, "removed": false, "required": false, "displayName": "billing_address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "shipping_address", "type": "string", "display": true, "removed": false, "required": false, "displayName": "shipping_address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "place_of_supply", "type": "string", "display": true, "removed": false, "required": false, "displayName": "place_of_supply", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "place_of_delivery", "type": "string", "display": true, "removed": false, "required": false, "displayName": "place_of_delivery", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "gst_registration_no", "type": "string", "display": true, "removed": false, "required": false, "displayName": "gst_registration_no", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "pan_no", "type": "string", "display": true, "removed": false, "required": false, "displayName": "pan_no", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "autoMapInputData", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "invoice_details" }, "documentId": { "__rl": true, "mode": "id", "value": "={{ $('Create blank spreadsheet').item.json.spreadsheetId }}" } }, "typeVersion": 4.5 }, { "id": "e68aa386-7150-4070-a5d7-1dcb963b620d", "name": "Invoice AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -1160, 220 ], "parameters": { "text": "={{ $json.text }}", "options": { "systemMessage": "you are an financial advisor , who reads the array of data to identify certain elements of an Invoice, from the input data and provide a json response. use only following specified keys \nfor example:\n{\n\"billed_to\": \"John\",\n\"invoice_number\": \"569871234\",\n\"date_of_issue\": \"2025-05-21\",\n\"due_date\": \"2025-05-25\",\n\"item_0_description\": \"Computer CPU\",\n\"item_0_quantity\": 6,\n\"item_0_rate\": 15,\n\"item_0_amount\": 90,\n\"item_1_description\": \"Chair Wooden\",\n\"item_1_quantity\": 8,\n\"item_1_rate\": 10,\n\"item_1_amount\": 80,\n\"subtotal\": 170.00,\n\"discount\": 20.00,\n\"total\": 150.00,\n\"terms\": \"Sold items not be acceptable\",\n\"conditions_instructions\": \"xyaABC\",\n\"company_name\": \"Digital Electronics\",\n\"company_mobile\": \"987654321\",\n\"company_email\": \"user@example.com\",\n\"company_website\": \"www.abc.com\"\n}" }, "promptType": "define", "hasOutputParser": true }, "typeVersion": 1.9, "alwaysOutputData": false }, { "id": "335a80c5-ad86-4379-b1a6-9a2ef7285f3c", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -2860, 100 ], "parameters": { "width": 880, "height": 1520, "content": "AI Invoice Processor Agent: Email to Structured Data\nAutomatically extract, analyze, and organize invoice data from Gmail attachments into structured Google Sheets. Perfect for:\n\u2705 Accountants & bookkeepers \u2014 eliminate manual data entry from invoices\n\u2705 Small businesses \u2014 streamline invoice processing and tracking\n\u2705 Finance teams \u2014 automate accounts payable workflows\n\n\u2699\ufe0f What's Used\nn8n Nodes:\nGmail Trigger \u2192 File Extraction \u2192 AI Agent \u2192 OpenAI Chat Model \u2192 Google Sheets \u2192 Google Drive\nExternal Tools:\n\nGmail API \u2013 Monitor specific labeled emails with attachments\nPDF Extraction \u2013 Convert invoice PDFs to readable text\nOpenAI GPT-4 \u2013 Intelligent invoice data extraction and structuring\nGoogle Sheets \u2013 Create organized spreadsheets with invoice details\nGoogle Drive \u2013 Automatically organize files in invoice folders\n\n\n\ud83d\udd11 Setup \u2013 Credentials Needed\n\nGmail OAuth2 \u2192 Access emails and download attachments\nOpenAI API Key \u2192 For AI-powered invoice data extraction\nGoogle Sheets OAuth2 \u2192 Create and populate spreadsheets\nGoogle Drive OAuth2 \u2192 Organize files in designated folders\n\n\n\ud83d\udce7 Gmail Setup Required\nCreate a Gmail label (e.g., \"Invoice Processing\") and apply it to emails containing invoice attachments. The workflow will monitor this label for new emails every minute.\n\n\ud83d\ude80 Workflow Steps\n\nEmail Monitoring\nContinuously watches Gmail for new emails with specific labels and attachments\nAttachment Verification\nFilters emails to ensure they contain PDF attachments before processing\nData Extraction\nConverts PDF invoices to text and extracts readable content\nAI-Powered Analysis\nGPT processes invoice text and extracts structured data including:\n\nCompany details and contact information\nInvoice numbers, dates, and due dates\nLine items with quantities, rates, and amounts\nTax calculations (CGST, SGST, VAT)\nPayment terms and billing addresses\n\n\nSpreadsheet Creation\nCreates timestamped Google Sheets with organized invoice data\nFile Organization\nMoves processed spreadsheets to designated Drive folders for easy access\n\n\n\ud83d\udcca Extracted Data Fields\nThe AI identifies and organizes 25+ invoice elements:\n\nHeader Info: Billed to, invoice number, dates\nLine Items: Description, quantity, rate, amount\nTax Details: CGST/SGST rates and amounts\nCompany Info: Name, contact details, GST numbers\nPayment Info: Transaction IDs, payment methods\nAddresses: Billing, shipping, delivery locations\n\n\n\ud83d\udca1 Pro Tips\n\nUse clear Gmail labels for different invoice types (vendors, clients, etc.)\nEnsure invoice PDFs are text-based (not scanned images) for best results\nCreate separate Drive folders for different accounting periods\nReview AI extraction accuracy and refine prompts as needed\nSet up email filters to automatically apply labels to vendor emails\n\n\n\ud83d\udee0\ufe0f Customize It\n\nAdd invoice approval workflows with email notifications\nConnect to accounting software (QuickBooks, Xero, SAP)\nInclude OCR processing for scanned invoice images\nAdd duplicate invoice detection and alerts\nCreate automated payment reminders based on due dates" }, "typeVersion": 1 } ], "connections": { "Gmail Trigger": { "main": [ [ { "node": "Attachment Verification", "type": "main", "index": 0 } ] ] }, "Invoice AI Agent": { "main": [ [ { "node": "Create blank spreadsheet", "type": "main", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "Invoice AI Agent", "type": "ai_languageModel", "index": 0 } ] ] }, "Extract Invoice data": { "main": [ [ { "node": "Invoice AI Agent", "type": "main", "index": 0 } ] ] }, "Preparing Final data": { "main": [ [ { "node": "Final Spreadsheet with Invoice data", "type": "main", "index": 0 } ] ] }, "Attachment Verification": { "main": [ [ { "node": "Extract Invoice data", "type": "main", "index": 0 } ] ] }, "Create blank spreadsheet": { "main": [ [ { "node": "Move spreadsheet in invoice folder", "type": "main", "index": 0 } ] ] }, "Move spreadsheet in invoice folder": { "main": [ [ { "node": "Preparing Final data", "type": "main", "index": 0 } ] ] } } }