對馬 瑠斗 This workflow corresponds to n8n.io template #9744 — we link there as the canonical source.
This workflow follows the Agent → Airtable recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "GrKYNsmth0mGCu4O",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Invoice Automation Kit: AI-Powered Invoice Processing and Weekly Reports",
"tags": [],
"nodes": [
{
"id": "4f3cbf6b-6399-44c9-a09c-1cf906bfa22f",
"name": "Invoice Upload Form",
"type": "n8n-nodes-base.formTrigger",
"position": [
-448,
112
],
"parameters": {
"options": {},
"formTitle": "Invoice Upload",
"formFields": {
"values": [
{
"fieldType": "file",
"fieldLabel": "Upload Invoice",
"multipleFiles": false,
"requiredField": true,
"acceptFileTypes": ".pdf, .png, .jpg"
},
{
"fieldLabel": "Additional Notes (Optional)"
}
]
},
"formDescription": "Upload your invoice for automated processing"
},
"typeVersion": 2.3
},
{
"id": "9c465618-7758-44ac-a546-0011af01198c",
"name": "Workflow Configuration",
"type": "n8n-nodes-base.set",
"position": [
-224,
112
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "airtableBaseId",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Your Airtable Base ID__>"
},
{
"id": "id-2",
"name": "airtableTableId",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Your Airtable Table ID__>"
},
{
"id": "id-3",
"name": "reportRecipientEmail",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Email address for weekly reports__>"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "3b20014d-1f05-41f9-9360-36684182132a",
"name": "Extract Invoice Data",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
0,
0
],
"parameters": {
"text": "Extract the following information from the uploaded invoice: vendor name, invoice date, total amount, currency, and line items (each with description, quantity, unit price, and total). Return the data in the structured format defined by the output parser.",
"options": {},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "dc923a0a-f108-4220-a3cb-7b0fb65e8e87",
"name": "OpenAI Chat Model - Invoice Parser",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
16,
224
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "415ab90b-19e8-44bc-87c1-e3d38ddcfaba",
"name": "Invoice Data Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
144,
224
],
"parameters": {
"jsonSchemaExample": "{\n\t\"vendor\": \"Acme Corporation\",\n\t\"invoiceDate\": \"2024-01-15\",\n\t\"totalAmount\": 1250.50,\n\t\"currency\": \"USD\",\n\t\"lineItems\": [\n\t\t{\n\t\t\t\"description\": \"Product A\",\n\t\t\t\"quantity\": 2,\n\t\t\t\"unitPrice\": 500.00,\n\t\t\t\"total\": 1000.00\n\t\t},\n\t\t{\n\t\t\t\"description\": \"Product B\",\n\t\t\t\"quantity\": 1,\n\t\t\t\"unitPrice\": 250.50,\n\t\t\t\"total\": 250.50\n\t\t}\n\t]\n}"
},
"typeVersion": 1.3
},
{
"id": "103d5136-194e-45f5-98bf-d9a613521427",
"name": "Validate Invoice Data",
"type": "n8n-nodes-base.if",
"position": [
352,
112
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.vendor }}"
},
{
"id": "id-2",
"operator": {
"type": "number",
"operation": "gt"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.totalAmount }}",
"rightValue": "0"
},
{
"id": "id-3",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.invoiceDate }}"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "0418ba62-d4f2-4764-9f28-ca138d1ed81c",
"name": "Store Invoice in Airtable",
"type": "n8n-nodes-base.airtable",
"position": [
576,
112
],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableBaseId }}"
},
"table": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableTableId }}"
},
"columns": {
"value": {
"Vendor": "={{ $json.vendor }}",
"Currency": "={{ $json.currency }}",
"Line Items": "={{ JSON.stringify($json.lineItems) }}",
"Invoice Date": "={{ $json.invoiceDate }}",
"Total Amount": "={{ $json.totalAmount }}"
},
"mappingMode": "defineBelow"
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "8c5c5d9f-00aa-461f-8446-66c8dad0d335",
"name": "Weekly Report Schedule",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-592,
544
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtHour": 18
}
]
}
},
"typeVersion": 1.2
},
{
"id": "88035c13-ffdd-4ff6-a2b2-e9ab5cba0f9c",
"name": "Fetch Weekly Invoices",
"type": "n8n-nodes-base.airtable",
"position": [
-336,
544
],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableBaseId }}"
},
"table": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableTableId }}"
},
"options": {},
"operation": "search",
"filterByFormula": "IS_AFTER({Invoice Date}, DATEADD(TODAY(), -7, 'days'))"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "158e3e08-f784-4ecc-8bb5-8af9aa7f7d8d",
"name": "Generate Spending Report",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
0,
544
],
"parameters": {
"text": "Analyze the weekly invoice data and generate a comprehensive spending report. Include: total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations. Format the report in a clear, professional manner suitable for email.",
"options": {},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "679779e5-a7b2-4bce-adbb-c3c5225617e0",
"name": "OpenAI Chat Model - Report Generator",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-64,
672
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "1338103f-3774-4460-975e-dd92e7224e39",
"name": "Send Weekly Report Email",
"type": "n8n-nodes-base.emailSend",
"position": [
448,
544
],
"parameters": {
"html": "={{ $json.output }}",
"options": {},
"subject": "=Weekly Spending Report - {{ $now.format('MMMM DD, YYYY') }}",
"toEmail": "={{ $('Workflow Configuration').first().json.reportRecipientEmail }}",
"fromEmail": "<__PLACEHOLDER_VALUE__Sender email address__>"
},
"typeVersion": 2.1
},
{
"id": "1fc7950b-8968-49fa-a7e3-f9922ca4ead0",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
752,
-192
],
"parameters": {
"width": 1072,
"height": 1392,
"content": "## Invoice Automation Kit: AI-Powered Invoice Processing and Weekly Reports\n\nThis n8n workflow is designed to automate invoice processing and streamline financial management. It leverages AI to extract key invoice data, validate it, and store it in Airtable. Additionally, it generates and emails weekly spending reports.\n\n### Who is it for?\n\nThis template is for small businesses, freelancers, or individuals looking to save time on manual invoice processing. It's ideal for anyone who wants to improve the accuracy of their financial data and maintain a clear overview of their spending.\n\n### How it Works / What it Does\n\nThis workflow consists of two main parts:\n\n1. **Invoice Data Extraction and Storage**:\n * **Invoice Upload Form**: Upload your invoices (PDF, PNG, JPG) via an n8n form.\n * **AI-Powered Data Extraction**: AI extracts key information such as vendor name, invoice date, total amount, currency, and line items (description, quantity, unit price, total) from the uploaded invoice.\n * **Data Validation**: The extracted data is validated to ensure it is complete and accurate.\n * **Store in Airtable**: Validated invoice data is saved in a structured format to your specified Airtable base and table.\n\n2. **Weekly Spending Report Generation and Email**:\n * **Weekly Report Schedule**: Automatically triggers every Sunday at 6 PM.\n * **Fetch Weekly Invoices**: Retrieves all invoices stored in Airtable within the last 7 days.\n * **AI-Powered Spending Report Generation**: Based on the retrieved invoice data, AI generates a comprehensive spending report, including total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations.\n * **Send Weekly Report Email**: The generated report is sent in a professional format to the configured recipient email address.\n\n### How to Set Up\n\n1. **Update Workflow Configuration Node**:\n * Replace `airtableBaseId` with your Airtable Base ID.\n * Replace `airtableTableId` with your Airtable Table ID.\n * Replace `reportRecipientEmail` with the email address that should receive the weekly reports.\n2. **Airtable Credentials**:\n * Set up your Airtable Personal Access Token credentials in the Airtable nodes.\n3. **OpenAI Credentials**:\n * Set up your OpenAI API key credentials in the OpenAI Chat Model nodes.\n4. **Email Credentials**:\n * Configure your email sending service (e.g., SMTP) credentials in the \"Send Weekly Report Email\" node and update the `fromEmail`.\n5. **Airtable Table Setup**:\n * Ensure your Airtable has a table set up with appropriate columns to store invoice data, such as \"Vendor\", \"Invoice Date\", \"Total Amount\", \"Currency\", and \"Line Items\".\n\n### Requirements\n\n* An n8n instance\n* An OpenAI account and API key\n* An Airtable account and Personal Access Token\n* An email sending service (e.g., SMTP server)\n\n### How to Customize the Workflow\n\n* **Adjust Information Extraction**: Edit the prompt in the \"Extract Invoice Data\" node to include additional information you wish to extract.\n* **Customize Report**: Adjust the prompt in the \"Generate Spending Report\" node to change specific analyses or formatting included in the report.\n* **Add Notifications**: Incorporate notification nodes to other services like Slack or Microsoft Teams to be alerted when an invoice is uploaded or a report is ready.\n* **Modify Validation Rules**: Edit the conditions in the \"Validate Invoice Data\" node to implement additional validation rules.\n\nHere's a visual representation of the workflow.\n"
},
"typeVersion": 1
},
{
"id": "0a533b31-bf95-45d5-b6ad-32ee369df522",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
-48
],
"parameters": {
"color": 3,
"height": 320,
"content": "## **Invoice Data Extraction and Storage**\n * **Invoice Upload Form**: Upload your invoices (PDF, PNG, JPG) via an n8n form."
},
"typeVersion": 1
},
{
"id": "1052cdb3-dd21-4b82-ab03-aa0e7fe31e1b",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-96,
-112
],
"parameters": {
"color": 4,
"width": 384,
"height": 464,
"content": "## **AI-Powered Data Extraction**\n** AI extracts key information such as vendor name, invoice date, total amount, currency, and line items (description, quantity, unit price, total) from the uploaded invoice."
},
"typeVersion": 1
},
{
"id": "fc719679-9734-4e04-af38-356f7d71f79c",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-32
],
"parameters": {
"color": 6,
"width": 224,
"height": 288,
"content": "## **Store in Airtable**\n**Validated invoice data is saved in a structured format to your specified Airtable base and table."
},
"typeVersion": 1
},
{
"id": "4ab481fd-2428-4343-83f6-076144131a0d",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-32
],
"parameters": {
"width": 192,
"height": 288,
"content": "## **Data Validation**\n**The extracted data is validated to ensure it is complete and accurate."
},
"typeVersion": 1
},
{
"id": "b98c5fa0-8050-4885-a444-624b5933a450",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-400,
416
],
"parameters": {
"color": 4,
"width": 256,
"height": 288,
"content": "## **Fetch Weekly Invoices**\n**Retrieves all invoices stored in Airtable within the last 7 days."
},
"typeVersion": 1
},
{
"id": "3762e193-5bf8-4d31-bffb-00eaf1671082",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-112,
368
],
"parameters": {
"color": 6,
"width": 464,
"height": 432,
"content": "## **AI-Powered Spending Report Generation**\nBased on the retrieved invoice data, AI generates a comprehensive spending report, including total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations."
},
"typeVersion": 1
},
{
"id": "49aa8e47-049a-4528-b554-d5b88913955e",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
368
],
"parameters": {
"width": 224,
"height": 336,
"content": "## **Send Weekly Report Email**\n**The generated report is sent in a professional format to the configured recipient email address."
},
"typeVersion": 1
},
{
"id": "46d8ac5e-356a-4833-a554-9f5e3e437362",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-672,
416
],
"parameters": {
"height": 272,
"content": "## **Weekly Report Schedule**\n Automatically triggers every Sunday at 6 PM.\n "
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "c58557f6-707c-4e2f-b09b-547c7bd4f0e0",
"connections": {
"Invoice Data Parser": {
"ai_outputParser": [
[
{
"node": "Extract Invoice Data",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Invoice Upload Form": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Extract Invoice Data": {
"main": [
[
{
"node": "Validate Invoice Data",
"type": "main",
"index": 0
}
]
]
},
"Fetch Weekly Invoices": {
"main": [
[
{
"node": "Generate Spending Report",
"type": "main",
"index": 0
}
]
]
},
"Validate Invoice Data": {
"main": [
[
{
"node": "Store Invoice in Airtable",
"type": "main",
"index": 0
}
]
]
},
"Weekly Report Schedule": {
"main": [
[
{
"node": "Fetch Weekly Invoices",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Extract Invoice Data",
"type": "main",
"index": 0
}
]
]
},
"Generate Spending Report": {
"main": [
[
{
"node": "Send Weekly Report Email",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model - Invoice Parser": {
"ai_languageModel": [
[
{
"node": "Extract Invoice Data",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"OpenAI Chat Model - Report Generator": {
"ai_languageModel": [
[
{
"node": "Generate Spending Report",
"type": "ai_languageModel",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
airtableTokenApiopenAiApi
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
This n8n workflow is designed to automate invoice processing and streamline financial management. It leverages AI to extract key invoice data, validate it, and store it in Airtable. Additionally, it generates and emails weekly spending reports.
Source: https://n8n.io/workflows/9744/ — original creator credit. Request a take-down →
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