{ "meta": { "templateCredsSetupCompleted": true }, "nodes": [ { "id": "2a4677dd-411b-4ce5-a338-451aa90389f4", "name": "AI: Extract & Classify", "type": "n8n-nodes-base.code", "position": [ 2416, 4016 ], "parameters": { "jsCode": "// Advanced AI-powered document classification with data extraction\nconst item = $input.first().json;\nconst text = item.text || '';\n\n// Initialize document metadata\nlet docType = 'unknown';\nlet extractedData = {};\nlet confidence = 0;\n\n// Invoice Detection & Extraction\nif (text.match(/\\b(invoice|bill|payment due|total amount)\\b/i)) {\n docType = 'invoice';\n confidence = 0.95;\n \n // Extract invoice number\n const invoiceMatch = text.match(/invoice[\\s#:]*([A-Z0-9-]+)/i);\n extractedData.invoiceNumber = invoiceMatch ? invoiceMatch[1] : 'N/A';\n \n // Extract amount with multiple currency formats\n const amountMatch = text.match(/(?:total|amount|due)[:\\s$\u20ac\u00a3]*([0-9,]+\\.?[0-9]{0,2})/i);\n extractedData.amount = amountMatch ? parseFloat(amountMatch[1].replace(/,/g, '')) : 0;\n \n // Extract vendor name\n const vendorMatch = text.match(/(?:from|vendor|supplier)[:\\s]*([A-Z][a-z\\s&]+)/i);\n extractedData.vendor = vendorMatch ? vendorMatch[1].trim() : 'Unknown';\n \n // Extract due date\n const dateMatch = text.match(/due[\\s:]*([0-9]{1,2}[\\/\\-][0-9]{1,2}[\\/\\-][0-9]{2,4})/i);\n extractedData.dueDate = dateMatch ? dateMatch[1] : null;\n}\n// Payroll Detection & Extraction\nelse if (text.match(/\\b(payroll|salary|wage|timesheet|hours worked)\\b/i)) {\n docType = 'payroll';\n confidence = 0.92;\n \n // Extract employee ID\n const empMatch = text.match(/(?:employee|emp)[\\s#:]*([A-Z0-9-]+)/i);\n extractedData.employeeId = empMatch ? empMatch[1] : 'N/A';\n \n // Extract hours worked\n const hoursMatch = text.match(/(?:hours|hrs)[\\s:]*([0-9]+\\.?[0-9]*)/i);\n extractedData.hoursWorked = hoursMatch ? parseFloat(hoursMatch[1]) : 0;\n \n // Extract pay period\n const periodMatch = text.match(/period[\\s:]*([0-9]{1,2}[\\/\\-][0-9]{1,2}[\\s-to-]*[0-9]{1,2}[\\/\\-][0-9]{1,2})/i);\n extractedData.payPeriod = periodMatch ? periodMatch[1] : null;\n \n extractedData.amount = 0; // Default for routing logic\n}\n// Legal Document Detection\nelse if (text.match(/\\b(contract|agreement|NDA|terms and conditions|legal notice)\\b/i)) {\n docType = 'legal';\n confidence = 0.88;\n \n // Extract contract type\n const contractMatch = text.match(/([A-Z][a-z]+)\\s+(?:contract|agreement)/i);\n extractedData.contractType = contractMatch ? contractMatch[1] : 'General';\n \n // Extract parties involved\n const partiesMatch = text.match(/between[\\s:]*([A-Z][a-z\\s&,]+)\\s+and\\s+([A-Z][a-z\\s&,]+)/i);\n if (partiesMatch) {\n extractedData.party1 = partiesMatch[1].trim();\n extractedData.party2 = partiesMatch[2].trim();\n }\n \n // Extract effective date\n const effDateMatch = text.match(/effective[\\s:]*([0-9]{1,2}[\\/\\-][0-9]{1,2}[\\/\\-][0-9]{2,4})/i);\n extractedData.effectiveDate = effDateMatch ? effDateMatch[1] : null;\n \n extractedData.amount = 0;\n}\n// Purchase Order Detection\nelse if (text.match(/\\b(purchase order|PO|requisition|procurement)\\b/i)) {\n docType = 'purchase_order';\n confidence = 0.90;\n \n const poMatch = text.match(/(?:PO|purchase order)[\\s#:]*([A-Z0-9-]+)/i);\n extractedData.poNumber = poMatch ? poMatch[1] : 'N/A';\n \n const amountMatch = text.match(/(?:total|amount)[:\\s$\u20ac\u00a3]*([0-9,]+\\.?[0-9]{0,2})/i);\n extractedData.amount = amountMatch ? parseFloat(amountMatch[1].replace(/,/g, '')) : 0;\n}\n\n// Apply extracted data to item\nitem.type = docType;\nitem.confidence = confidence;\nitem.extractedData = extractedData;\nitem.amount = extractedData.amount || 0;\nitem.processedAt = new Date().toISOString();\nitem.requiresReview = confidence < 0.85;\n\n// Add metadata for tracking\nitem.wordCount = text.split(/\\s+/).length;\nitem.pageLength = text.length;\n\nreturn { json: item };" }, "typeVersion": 2 }, { "id": "0bf0d913-02bb-49f7-901d-37a705a4e4ab", "name": "Notion: Create Approval Task", "type": "n8n-nodes-base.notion", "position": [ 3072, 3968 ], "parameters": { "resource": "database", "operation": "createPage" }, "typeVersion": 2 }, { "id": "0d8b7384-375a-4d57-9f3d-7d4ef622a208", "name": "IF: Quality Check Required?", "type": "n8n-nodes-base.if", "position": [ 2880, 4144 ], "parameters": { "options": {}, "conditions": { "options": { "combineOperation": "any" }, "combinator": "or", "conditions": [ { "operator": { "type": "number", "operation": "lt" }, "leftValue": "={{ $json.confidence }}", "rightValue": 0.85 }, { "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.requiresReview }}", "rightValue": true } ] } }, "typeVersion": 2 }, { "id": "110c2204-a997-40fd-bc0c-1c9ed3cdbd5c", "name": "Slack: Alert Team", "type": "n8n-nodes-base.slack", "position": [ 3056, 4256 ], "parameters": { "text": "=\ud83d\udccb *Manual Review Required*\n\n*Document Type:* {{ $json.type }}\n*Confidence:* {{ ($json.confidence * 100).toFixed(0) }}%\n*Extracted Amount:* ${{ $json.amount }}\n*Invoice:* {{ $json.extractedData?.invoiceNumber || 'N/A' }}\n*Vendor:* {{ $json.extractedData?.vendor || 'Unknown' }}\n\n\u26a0\ufe0f Low confidence score - please verify extracted data manually.", "otherOptions": {} }, "typeVersion": 2.1 }, { "id": "3808cc7a-c6b1-4572-b73a-434d83f575cd", "name": "Log to Audit Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 3280, 4128 ], "parameters": { "columns": { "value": { "Amount": "={{ $json.amount }}", "Status": "Processed", "Vendor": "={{ $json.extractedData?.vendor || 'N/A' }}", "Due Date": "={{ $json.extractedData?.dueDate || 'N/A' }}", "Escalated": "={{ $json.amount > 5000 ? 'Yes' : 'No' }}", "Timestamp": "={{ $json.processedAt }}", "Confidence": "={{ ($json.confidence * 100).toFixed(2) }}%", "Document Type": "={{ $json.type }}", "Invoice Number": "={{ $json.extractedData?.invoiceNumber || 'N/A' }}", "Requires Review": "={{ $json.requiresReview ? 'Yes' : 'No' }}" }, "schema": [ { "id": "Timestamp", "type": "string", "display": true, "required": false, "displayName": "Timestamp", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Document Type", "type": "string", "display": true, "required": false, "displayName": "Document Type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Amount", "type": "number", "display": true, "required": false, "displayName": "Amount", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": true, "convertFieldsToString": true }, "options": {}, "operation": "append", "sheetName": "Sheet1", "documentId": "YOUR_SHEET_ID" }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4 }, { "id": "c3b9b463-65c1-4404-85db-18fb46236119", "name": "Sticky Note: Intake", "type": "n8n-nodes-base.stickyNote", "position": [ 1312, 3888 ], "parameters": { "color": 7, "width": 380, "height": 340, "content": "### \ud83d\udce5 INTAKE LAYER\nScheduled & webhook triggers feed documents into the system" }, "typeVersion": 1 }, { "id": "196562aa-9cc4-46a9-bb15-8689c7d16817", "name": "Sticky Note: AI Processing", "type": "n8n-nodes-base.stickyNote", "position": [ 1744, 3888 ], "parameters": { "color": 7, "width": 580, "height": 340, "content": "### \ud83d\udd2c EXTRACTION & INTELLIGENCE\nOCR extracts text, AI classifies documents and extracts structured data with confidence scoring" }, "typeVersion": 1 }, { "id": "b30da001-a411-4483-b075-318722c6a0e7", "name": "Sticky Note: Smart Routing", "type": "n8n-nodes-base.stickyNote", "position": [ 2368, 3888 ], "parameters": { "color": 7, "width": 680, "height": 340, "content": "### \ud83c\udfaf ROUTING & APPROVAL\nDepartmental routing with multi-tier approval workflows and quality checks" }, "typeVersion": 1 }, { "id": "db6ce707-cdf2-4d12-a8ba-a5fba21df300", "name": "Sticky Note: Output Layer", "type": "n8n-nodes-base.stickyNote", "position": [ 3040, 3664 ], "parameters": { "color": 7, "width": 412, "height": 804, "content": "### \u2705 AUDIT & ALERTS\nNotion tasks, Gmail escalations, Slack alerts, and comprehensive audit logging" }, "typeVersion": 1 }, { "id": "18774067-9adc-400a-95b1-b040b0ef3194", "name": "Trigger: Daily Schedule1", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 1344, 3984 ], "parameters": { "rule": { "interval": [ { "field": "hours" } ] } }, "typeVersion": 1.1 }, { "id": "7f03b5eb-1dfd-4919-95e0-ef595842bd0a", "name": "Trigger: Webhook Scan1", "type": "n8n-nodes-base.webhook", "position": [ 1344, 4096 ], "parameters": { "path": "manual-trigger-scan", "options": {}, "httpMethod": "POST" }, "typeVersion": 1 }, { "id": "9601d3e4-47c3-428d-b277-e43d8b8b6db8", "name": "Fetch Bulk Scan from Drive1", "type": "n8n-nodes-base.googleDrive", "position": [ 1584, 4016 ], "parameters": { "fileId": "={{ $json.body?.fileId || 'YOUR_DEFAULT_ID' }}", "options": {}, "operation": "download" }, "credentials": { "googleDriveOAuth2Api": { "name": "" } }, "typeVersion": 3 }, { "id": "5daa3796-51b8-4c4c-85c9-d360dc682a4c", "name": "Verify File Integrity1", "type": "n8n-nodes-base.code", "position": [ 1792, 4016 ], "parameters": { "jsCode": "const binary = $input.first().binary;\nif (!binary || !binary.data) throw new Error('No valid binary data.');\nreturn { json: { status: 'Ready', receivedAt: new Date().toISOString() } };" }, "typeVersion": 2 }, { "id": "4de9a2bc-9362-48df-a14f-05163d5b34d5", "name": "Split PDF into Pages1", "type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf", "position": [ 2000, 4016 ], "parameters": { "resource": "pdfManipulation", "operation": "splitPdf" }, "credentials": { "htmlcsstopdfApi": { "name": "" } }, "typeVersion": 1 }, { "id": "a459d73f-9717-4e2b-b880-6a865047f84c", "name": "Route by Department1", "type": "n8n-nodes-base.switch", "position": [ 2640, 4016 ], "parameters": { "rules": { "rules": [ { "value2": "invoice" }, { "output": 1, "value2": "payroll" }, { "output": 2, "value2": "legal" }, { "output": 3, "value2": "purchase_order" } ] }, "value1": "={{ $json.type }}", "dataType": "string" }, "typeVersion": 1 }, { "id": "060b9e8d-07ff-47ac-8da3-d8415f120602", "name": "Escalate High Value?1", "type": "n8n-nodes-base.if", "position": [ 2880, 3904 ], "parameters": { "conditions": { "number": [ { "value1": "={{ $json.amount }}", "value2": 5000, "operation": "larger" } ] } }, "typeVersion": 1 }, { "id": "fab141d7-35d2-4542-87af-0179ef88ba90", "name": "Escalate to CFO (Gmail)1", "type": "n8n-nodes-base.gmail", "position": [ 3280, 3792 ], "parameters": { "sendTo": "user@example.com", "message": "=

Invoice Approval Required

\n

Invoice Number: {{ $json.extractedData?.invoiceNumber }}

\n

Vendor: {{ $json.extractedData?.vendor }}

\n

Amount: ${{ $json.amount }}

\n

Due Date: {{ $json.extractedData?.dueDate || 'Not specified' }}

\n

Confidence: {{ ($json.confidence * 100).toFixed(0) }}%

\n
\n

Please review in Notion and approve or reject.

", "options": {}, "subject": "=\u26a0\ufe0f High Value Invoice Approval Required - ${{ $json.amount }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "b31bcab7-def8-48a6-84fd-3c6ebc04a4b9", "name": "Main Documentation1", "type": "n8n-nodes-base.stickyNote", "position": [ 1264, 3264 ], "parameters": { "color": 6, "width": 500, "height": 580, "content": "## \ud83d\udd0d How it works\nThis intelligent document processing workflow automatically handles bulk scans from Google Drive. After splitting PDFs page-by-page, it uses **OCR technology** to extract text, then applies **AI-powered classification** to identify invoices, payroll, legal docs, and purchase orders. The system extracts key data (amounts, vendor names, dates, invoice numbers) with confidence scoring.\n\n**Smart Routing:** Documents are routed by department, high-value invoices trigger CFO approval via Gmail + Notion, and low-confidence extractions alert the team via Slack for manual review. Every action is logged to Google Sheets for complete audit trails.\n\n## \ud83d\ude80 Setup steps\n1. **Google Drive**: Connect your account and specify the folder ID for incoming scans\n2. **HTML to PDF Split**: Configure to explode multi-page PDFs into individual pages\n3. **OCR Node**: Enable text extraction from scanned images\n4. **AI Classification**: Customize extraction patterns in the Code node for your document types\n5. **Notion Database**: Create approval workflow database with required properties\n6. **Gmail**: Set CFO email and customize escalation message\n7. **Slack**: Connect workspace and set the review channel name\n8. **Audit Sheet**: Link your tracking spreadsheet with proper column headers" }, "typeVersion": 1 }, { "id": "b8641448-abae-4cec-9f81-d4965de22ee5", "name": "Extract from File", "type": "n8n-nodes-base.extractFromFile", "position": [ 2208, 4016 ], "parameters": { "options": {}, "operation": "pdf" }, "typeVersion": 1.1 } ], "connections": { "Extract from File": { "main": [ [ { "node": "AI: Extract & Classify", "type": "main", "index": 0 } ] ] }, "Slack: Alert Team": { "main": [ [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ] ] }, "Route by Department1": { "main": [ [ { "node": "Escalate High Value?1", "type": "main", "index": 0 }, { "node": "IF: Quality Check Required?", "type": "main", "index": 0 } ], [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ], [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ], [ { "node": "Escalate High Value?1", "type": "main", "index": 0 }, { "node": "IF: Quality Check Required?", "type": "main", "index": 0 } ] ] }, "Escalate High Value?1": { "main": [ [ { "node": "Notion: Create Approval Task", "type": "main", "index": 0 } ], [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ] ] }, "Split PDF into Pages1": { "main": [ [ { "node": "Extract from File", "type": "main", "index": 0 } ] ] }, "AI: Extract & Classify": { "main": [ [ { "node": "Route by Department1", "type": "main", "index": 0 } ] ] }, "Trigger: Webhook Scan1": { "main": [ [ { "node": "Fetch Bulk Scan from Drive1", "type": "main", "index": 0 } ] ] }, "Verify File Integrity1": { "main": [ [ { "node": "Split PDF into Pages1", "type": "main", "index": 0 } ] ] }, "Escalate to CFO (Gmail)1": { "main": [ [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ] ] }, "Trigger: Daily Schedule1": { "main": [ [ { "node": "Fetch Bulk Scan from Drive1", "type": "main", "index": 0 } ] ] }, "Fetch Bulk Scan from Drive1": { "main": [ [ { "node": "Verify File Integrity1", "type": "main", "index": 0 } ] ] }, "IF: Quality Check Required?": { "main": [ [ { "node": "Slack: Alert Team", "type": "main", "index": 0 } ], [ { "node": "Log to Audit Sheet", "type": "main", "index": 0 } ] ] }, "Notion: Create Approval Task": { "main": [ [ { "node": "Escalate to CFO (Gmail)1", "type": "main", "index": 0 } ] ] } } }