Muhammad Ali This workflow corresponds to n8n.io template #10462 — we link there as the canonical source.
This workflow follows the Agent → Google Drive 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": "AD36Ma2lsIJBzwIa",
"name": "whatsapp Invoice Agent",
"tags": [],
"nodes": [
{
"id": "cbd2bf3a-80e9-416b-9fee-12a2747b0907",
"name": "WhatsApp Trigger",
"type": "n8n-nodes-base.whatsAppTrigger",
"position": [
704,
176
],
"parameters": {
"options": {},
"updates": [
"messages"
]
},
"typeVersion": 1
},
{
"id": "d8d6f532-cdf4-4459-8ee4-924483ceda08",
"name": "Analyze Image",
"type": "n8n-nodes-base.httpRequest",
"position": [
1456,
176
],
"parameters": {
"url": "https://api.ocr.space/parse/image",
"method": "POST",
"options": {},
"sendBody": true,
"contentType": "multipart-form-data",
"sendHeaders": true,
"bodyParameters": {
"parameters": [
{
"name": "file",
"parameterType": "formBinaryData",
"inputDataFieldName": "data"
}
]
},
"headerParameters": {
"parameters": [
{
"name": "apikey",
"value": "{{ OCR_SPACE_API_KEY }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "3ed72ac4-daf2-43dc-bd6f-5cac4295bfc2",
"name": "Download File",
"type": "n8n-nodes-base.httpRequest",
"position": [
1200,
176
],
"parameters": {
"url": "{{ $json.url }}",
"options": {},
"responseFormat": "file",
"headerParametersUi": {
"parameter": [
{
"name": "Authorization",
"value": "=Bearer {{ YOUR_FACEBOOK_ACCESS_TOKEN }}"
}
]
}
},
"typeVersion": 2
},
{
"id": "593e8766-75be-4523-8183-e788eaf22cf6",
"name": "Add Invoice To Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
1168,
432
],
"parameters": {
"name": "=Invoice {{ $json['Due Date'] }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1CbPlxSzy9XZQf3wxMAvm6qVQOPcPcVV8",
"cachedResultUrl": "https://drive.google.com/drive/folders/1CbPlxSzy9XZQf3wxMAvm6qVQOPcPcVV8",
"cachedResultName": "iNVOICE db"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "3ee34650-3693-478d-9432-9a60e72bedae",
"name": "Update DataBase",
"type": "n8n-nodes-base.googleSheets",
"position": [
704,
432
],
"parameters": {
"columns": {
"value": {
"Notes": "={{ $json.Notes }}",
"Amount": "={{ $json.Amount }}",
"Due Date": "={{ $json.DueDate }}",
"Invoice Date": "={{ $json.InvoiceDate }}",
"Payment Method": "={{ $json.PaymentMethod }}"
},
"schema": [
{
"id": "Amount",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Amount",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Payment Method",
"type": "string",
"display": true,
"required": false,
"displayName": "Payment Method",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoice Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Invoice Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Due Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Due Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Notes",
"type": "string",
"display": true,
"required": false,
"displayName": "Notes",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Amount"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D13TAbXIUWF_zNt4VwEv7MGaQUY8pErisqZwKY-ANeU/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1D13TAbXIUWF_zNt4VwEv7MGaQUY8pErisqZwKY-ANeU",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D13TAbXIUWF_zNt4VwEv7MGaQUY8pErisqZwKY-ANeU/edit?usp=drivesdk",
"cachedResultName": "Save Invoice Details"
}
},
"typeVersion": 4.6
},
{
"id": "f3c66131-bb3f-40f1-a4d4-ba29bbb93748",
"name": "Reply",
"type": "n8n-nodes-base.whatsApp",
"position": [
1728,
432
],
"parameters": {
"textBody": "={{ $json.output }}",
"operation": "send",
"phoneNumberId": "={{ $('WhatsApp Trigger').item.json.metadata.display_phone_number }}",
"additionalFields": {},
"recipientPhoneNumber": "={{ $('WhatsApp Trigger').item.json.contacts[0].wa_id }}"
},
"typeVersion": 1
},
{
"id": "e66b61e6-8101-4cf7-a0f6-35ffb0900939",
"name": "Original Invoice Retrieval",
"type": "n8n-nodes-base.httpRequest",
"position": [
912,
432
],
"parameters": {
"url": "={{ $('Download File').item.json.url }}",
"options": {},
"responseFormat": "file",
"headerParametersUi": {
"parameter": [
{
"name": "Authorization",
"value": "Bearer {{ FACEBOOK_ACCESS_TOKEN }}"
}
]
}
},
"typeVersion": 2
},
{
"id": "8ac12019-4495-4150-92e0-da27cb7c08b1",
"name": "Invoice Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1408,
432
],
"parameters": {
"text": "={{ $('Analyze Image').item.json.ParsedResults[0].ParsedText }}",
"options": {
"systemMessage": "From the given parsed invoice text, extract and summarize the following key points in 3\u20134 short lines:\n\nTotal Amount\nPayment Method\nDue Date\n\nAny important instruction or penalty mentioned in the Notes section\n\nThe response should be short, clear, and user-friendly. Ignore unnecessary lines and correct any obvious OCR formatting issues like extra commas or spacing in currency.\n\n"
},
"promptType": "define"
},
"typeVersion": 2.1
},
{
"id": "f2e861df-25b7-4cb6-b997-a550cbeee3b0",
"name": "Parse Text",
"type": "n8n-nodes-base.code",
"position": [
1728,
176
],
"parameters": {
"jsCode": "// Step 1: Get the raw text from OCR output\nconst rawText = $json.ParsedResults[0].ParsedText || '';\n\n// Step 2: Clean and split into lines\nconst cleaned = rawText.replace(/\\r/g, '').replace(/\\\\n/g, '\\n');\nconst lines = cleaned.split('\\n').map(l => l.trim()).filter(Boolean);\n\n// Step 3: Helper function to support both \":\" and \".\" after field names\nfunction extractField(label) {\n const index = lines.findIndex(line =>\n line.toLowerCase().startsWith(label.toLowerCase() + ':') ||\n line.toLowerCase().startsWith(label.toLowerCase() + '.')\n );\n\n if (index !== -1) {\n return lines[index].split(/[:.]/).slice(1).join(':').trim();\n }\n return null;\n}\n\n// Step 4: Extract Amount\nlet amountLine = lines.find(line => line.toLowerCase().includes('total amount'));\nlet amount = amountLine ? amountLine.split(/[:.]/).pop().trim() : null;\n\n// Step 5: Extract Payment Method (next 1\u20133 lines)\nlet paymentMethod = '';\nconst paymentIndex = lines.findIndex(l => l.toLowerCase().includes('payment method'));\nif (paymentIndex !== -1) {\n for (let i = paymentIndex + 1; i <= paymentIndex + 3 && i < lines.length; i++) {\n paymentMethod += lines[i] + ' ';\n }\n paymentMethod = paymentMethod.trim();\n}\n\n// Step 6: Extract Notes (everything after Notes label)\nlet notes = '';\nconst notesIndex = lines.findIndex(l => l.toLowerCase().startsWith('notes'));\nif (notesIndex !== -1) {\n notes = lines.slice(notesIndex + 1).join(' ').trim();\n}\n\n// Step 7: Return the structured data\nreturn [\n {\n json: {\n InvoiceDate: extractField('Date'),\n DueDate: extractField('Due Date'),\n Amount: amount,\n PaymentMethod: paymentMethod,\n Notes: notes\n }\n }\n];\n"
},
"typeVersion": 2
},
{
"id": "b4d3c31b-a03e-48e3-9494-a5d0f66730a4",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1200,
704
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "fdee5820-e117-42e5-884d-3113dce51e1d",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
656,
128
],
"parameters": {
"color": 7,
"width": 688,
"height": 208,
"content": "## Whatsapp Intake"
},
"typeVersion": 1
},
{
"id": "cb3317e1-d28d-4e16-a9c2-50d9fd30d5f2",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1376,
128
],
"parameters": {
"color": 6,
"width": 528,
"height": 208,
"content": "## OCR & Parsing"
},
"typeVersion": 1
},
{
"id": "675080f0-1ae0-4467-b57d-54029df9076c",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1376,
368
],
"parameters": {
"color": 4,
"width": 528,
"height": 224,
"content": "## AI Summary & Reply"
},
"typeVersion": 1
},
{
"id": "64508997-d051-4b79-b57b-f64d3b3af6c4",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
656,
368
],
"parameters": {
"width": 688,
"height": 224,
"content": "## Update & Save Invoice Record"
},
"typeVersion": 1
},
{
"id": "5522c5ad-b60f-471a-9926-cb75942dcd32",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1136,
624
],
"parameters": {
"color": 3,
"width": 208,
"height": 208,
"content": "## Chat Model"
},
"typeVersion": 1
},
{
"id": "d5942506-70ea-4c9a-b842-5fcbb228003e",
"name": "Get Download URL",
"type": "n8n-nodes-base.whatsApp",
"position": [
944,
176
],
"parameters": {
"resource": "media",
"operation": "mediaUrlGet",
"mediaGetId": "={{ $json.messages[0].document.id }}"
},
"notesInFlow": false,
"typeVersion": 1
},
{
"id": "65d1ced6-8806-46d1-a2e5-33d913f3d934",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
48,
128
],
"parameters": {
"width": 528,
"height": 864,
"content": "# \ud83e\uddfe WhatsApp Invoice Automation\n\n## How it works\nThis workflow automates invoice processing via WhatsApp. When a new invoice image or PDF arrives, it\u2019s automatically downloaded and scanned with OCR to extract key data such as **amount**, **date**, **payment method**, and **notes**.\n\nThe parsed data is logged to **Google Sheets**, the original file is uploaded to **Google Drive**, and an AI-generated summary is sent back to the sender on WhatsApp.\n\n## \u2699\ufe0f Setup steps\n\n### 1. WhatsApp Cloud API\nCreate a WhatsApp Business App on [Meta Developers](https://developers.facebook.com/). \nThen add your Access Token and Phone Number ID in the Trigger and Reply nodes.\n\n### 2. OCR.Space API\nGet a free API key from [ocr.space/ocrapi](https://ocr.space/ocrapi) \nand paste it in the Analyze Image node.\n\n### 3. Google Sheets & Drive\nConnect your Google account and ensure your sheet has columns like:\n- Amount \n- Date \n- Notes\n\n### 4. OpenAI\nGet your API key from [OpenAI](https://platform.openai.com/) \nand add it to the Chat Model node."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "7cbba7bf-dc1c-4209-854d-8b7b382d7276",
"connections": {
"Parse Text": {
"main": [
[
{
"node": "Update DataBase",
"type": "main",
"index": 0
}
]
]
},
"Analyze Image": {
"main": [
[
{
"node": "Parse Text",
"type": "main",
"index": 0
}
]
]
},
"Download File": {
"main": [
[
{
"node": "Analyze Image",
"type": "main",
"index": 0
}
]
]
},
"Invoice Agent": {
"main": [
[
{
"node": "Reply",
"type": "main",
"index": 0
}
]
]
},
"Update DataBase": {
"main": [
[
{
"node": "Original Invoice Retrieval",
"type": "main",
"index": 0
}
]
]
},
"Get Download URL": {
"main": [
[
{
"node": "Download File",
"type": "main",
"index": 0
}
]
]
},
"WhatsApp Trigger": {
"main": [
[
{
"node": "Get Download URL",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Invoice Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Add Invoice To Drive": {
"main": [
[
{
"node": "Invoice Agent",
"type": "main",
"index": 0
}
]
]
},
"Original Invoice Retrieval": {
"main": [
[
{
"node": "Add Invoice To Drive",
"type": "main",
"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.
googleDriveOAuth2Api
Pro
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About this workflow
This powerful workflow helps businesses and freelancers automatically manage invoices received on WhatsApp. It detects new messages, downloads attached invoices, extracts key data using OCR (Optical Character Recognition), summarizes the details with AI, updates Google Sheets…
Source: https://n8n.io/workflows/10462/ — original creator credit. Request a take-down →
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