Daniel Rosehill This workflow corresponds to n8n.io template #7143 — we link there as the canonical source.
This workflow follows the Agent → Form Trigger 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": "YOUR_WORKFLOW_ID",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Master Expense Processor",
"tags": [],
"nodes": [
{
"id": "366d6b5d-97b0-4d2c-b616-c36dca573897",
"name": "personal",
"type": "n8n-nodes-base.if",
"position": [
240,
-96
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "111765cf-cc89-4b22-b5f1-8d3dee67739e",
"operator": {
"type": "array",
"operation": "contains",
"rightType": "any"
},
"leftValue": "={{ $json[\"Expense Category\"] }}",
"rightValue": "=Personal"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "8988762e-61e3-4426-8925-5902c48d1e22",
"name": "business",
"type": "n8n-nodes-base.if",
"position": [
272,
48
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "8e0cf8f8-568c-4528-8678-db1617658038",
"operator": {
"type": "array",
"operation": "contains",
"rightType": "any"
},
"leftValue": "={{ $json[\"Expense Category\"] }}",
"rightValue": "Business"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "5f8454f2-66b5-4c8f-b9b4-39a109cb98dd",
"name": "shared",
"type": "n8n-nodes-base.if",
"position": [
320,
192
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "a065d01d-eb83-484b-86bd-f300e1897f77",
"operator": {
"type": "array",
"operation": "contains",
"rightType": "any"
},
"leftValue": "={{ $json[\"Expense Category\"] }}",
"rightValue": "Shared / Home"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a8312156-2ddd-4ea0-9a64-bc81ed415267",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
-800,
-48
],
"parameters": {
"options": {},
"formTitle": "Expense Capture",
"formFields": {
"values": [
{
"fieldLabel": "Expense Description"
},
{
"fieldType": "dropdown",
"fieldLabel": "Expense Category",
"multiselect": true,
"fieldOptions": {
"values": [
{
"option": "Personal"
},
{
"option": "Business"
},
{
"option": "Shared / Home"
}
]
},
"requiredField": true
},
{
"fieldType": "dropdown",
"fieldLabel": "Billing Period",
"fieldOptions": {
"values": [
{
"option": "Current"
},
{
"option": "Retrospective"
}
]
},
"requiredField": true
},
{
"fieldType": "dropdown",
"fieldLabel": "Vendor Location",
"fieldOptions": {
"values": [
{
"option": "Israel"
},
{
"option": "ROW"
}
]
},
"requiredField": true
},
{
"fieldType": "file",
"fieldLabel": "Receipt",
"requiredField": true
},
{
"fieldLabel": "Invoice"
},
{
"fieldLabel": "Retro Expense Billing Period"
},
{
"fieldType": "dropdown",
"fieldLabel": "For biling period",
"fieldOptions": {
"values": [
{}
]
}
}
]
}
},
"typeVersion": 2.2
},
{
"id": "16a28cb0-2922-43bf-bf96-400995beac6b",
"name": "Extract from File",
"type": "n8n-nodes-base.extractFromFile",
"position": [
-272,
-288
],
"parameters": {
"options": {},
"operation": "pdf",
"binaryPropertyName": "Receipt"
},
"typeVersion": 1
},
{
"id": "1b322926-6839-4476-b273-65ce9cf5df4f",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-32,
-512
],
"parameters": {
"text": "={{ $json.text }}",
"options": {
"systemMessage": "You are a structured document interpretation assistant. Your task is to take the extracted answers from an OCR service applied to financial documents (invoices and receipts) and convert them into a structured JSON object following a strict schema.\n\nUse the extracted information from the document as your source.\n\nNormalize amounts to numbers (e.g. \"\u20aa1,234.00\" \u2192 1234.00), and use ISO 4217 codes for currencies (e.g., \"ILS\").\n\nNormalize country to ISO 3166-1 alpha-2 codes (e.g., \"Israel\" \u2192 IL).\n\nIf a value is not confidently found, return null.\n\nFor boolean fields (e.g., \"Was this paid with Paypal?\"), return true, false, or null.\n\nUse \"personal\" or \"business\" for expense type classification.\n\nFor the category fields:\n\nIf \"type\" is \"business\", select from the business categories list and leave the personal category as null.\n\nIf \"type\" is \"personal\", select from the personal list and leave the business category as null.\n\nProvide concise, clean, machine-readable JSON."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.1
},
{
"id": "c06903cc-294e-45c2-92b6-fea447ff5a1e",
"name": "Google Gemini Chat Model1",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
240,
-352
],
"parameters": {
"options": {}
},
"credentials": {
"googlePalmApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "22e7e1dc-2196-4e20-8e09-f9340c3aa1e4",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
576,
-448
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"total_amount\": 149.99,\n \"currency\": \"ILS\",\n \"billing_entity_name\": \"Example Company Ltd.\",\n \"billing_entity_address\": \"City, Country\",\n \"billing_entity_vat_id\": \"123456789\",\n \"document_type\": \"invoice\",\n \"document_number\": \"INV-2025-00123\",\n \"document_date\": \"2025-07-31\",\n \"due_date\": \"2025-08-15\",\n \"payment_method\": \"credit_card\",\n \"payment_method_last4\": \"1234\",\n \"paid_with_paypal\": false,\n \"line_items\": [\n {\n \"description\": \"API credits for document parsing\",\n \"amount\": 149.99\n }\n ],\n \"main_expenditure_description\": \"API credits for services\",\n \"type\": \"business\",\n \"business_category\": \"Cloud Services\",\n \"personal_category\": null,\n \"made_out_to_user\": false,\n \"made_out_to_company\": true,\n \"is_billing_entity_in_israel\": true,\n \"billing_entity_country_code\": \"IL\"\n}\n"
},
"typeVersion": 1.3
},
{
"id": "8326b498-8af3-43c6-a413-2238ce7dbb8a",
"name": "Upload file",
"type": "n8n-nodes-base.googleDrive",
"position": [
800,
-368
],
"parameters": {
"name": "={{ $json.Receipt[0].filename }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.personal_drive_match.matched_month_folder_id }}"
},
"inputDataFieldName": "Receipt"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "2c12fae4-d316-40e1-8f56-5349314c92e6",
"name": "Upload file1",
"type": "n8n-nodes-base.googleDrive",
"position": [
976,
-160
],
"parameters": {
"name": "={{ $json.Receipt[0].filename }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "YOUR_BUSINESS_DRIVE_ID",
"cachedResultUrl": "https://drive.google.com/drive/folders/YOUR_BUSINESS_DRIVE_ID",
"cachedResultName": "Business Drive - Shared"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.matched_month_folder_id }}"
},
"inputDataFieldName": "Receipt"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "f576868c-7d35-4a36-94fd-f659ab415107",
"name": "Code",
"type": "n8n-nodes-base.code",
"position": [
560,
-80
],
"parameters": {
"jsCode": "// Full CSV string including 2024\u20132026\nconst folderCSV = `\nyear,year_folder_id,month_number,month_name,month_folder_id\n2024,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n`.trim();\n\n// Parse CSV into folder map\nconst folderMap = folderCSV\n .split('\\n')\n .slice(1)\n .map(line => {\n const [year, year_folder_id, month_number, month_name, month_folder_id] = line.split(',');\n return { year, year_folder_id, month_number, month_name, month_folder_id };\n });\n\nreturn items.map(item => {\n const submittedAt = new Date(item.json.submittedAt);\n const year = String(submittedAt.getUTCFullYear());\n const month = String(submittedAt.getUTCMonth() + 1).padStart(2, '0');\n\n const match = folderMap.find(entry => entry.year === year && entry.month_number === month);\n\n if (!match) {\n throw new Error(`No folder match found for year ${year}, month ${month}`);\n }\n\n return {\n json: {\n ...item.json,\n matched_year: year,\n matched_month: month,\n matched_month_folder_id: match.month_folder_id,\n matched_year_folder_id: match.year_folder_id\n },\n binary: item.binary || {}\n };\n});\n"
},
"typeVersion": 2
},
{
"id": "ee42a0c0-c38b-48cc-a97d-fdd90d89e34c",
"name": "Code1",
"type": "n8n-nodes-base.code",
"position": [
464,
-224
],
"parameters": {
"jsCode": "const folderCSV = `\nyear,year_folder_id,month_number,month_name,month_folder_id\n2024,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n`.trim();\n\nconst folderMap = folderCSV\n .split(\"\\n\")\n .slice(1)\n .map(line => {\n const [year, year_folder_id, month_number, month_name, month_folder_id] = line.split(\",\");\n return { year, year_folder_id, month_number, month_name, month_folder_id };\n });\n\nreturn items.map(item => {\n const submittedAt = new Date(item.json.submittedAt);\n const year = String(submittedAt.getUTCFullYear());\n const month = String(submittedAt.getUTCMonth() + 1).padStart(2, \"0\");\n\n const match = folderMap.find(entry => entry.year === year && entry.month_number === month);\n\n if (!match) {\n throw new Error(`No folder match found for year ${year}, month ${month}`);\n }\n\n return {\n json: {\n ...item.json,\n personal_drive_match: {\n matched_year: year,\n matched_month: month,\n matched_year_folder_id: match.year_folder_id,\n matched_month_folder_id: match.month_folder_id\n }\n },\n binary: item.binary || {}\n };\n});\n"
},
"typeVersion": 2
},
{
"id": "211b4848-5f68-4fcf-b925-a4d3da03443d",
"name": "Code2",
"type": "n8n-nodes-base.code",
"position": [
512,
352
],
"parameters": {
"jsCode": "const sharedFolderCSV = `\nyear,year_folder_id,month_number,month_name,month_folder_id\n2024,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2024,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2025,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,01,January,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,02,February,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,03,March,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,04,April,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,05,May,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,06,June,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,07,July,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,08,August,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,09,September,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,10,October,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,11,November,FOLDER_ID_PLACEHOLDER\n2026,FOLDER_ID_PLACEHOLDER,12,December,FOLDER_ID_PLACEHOLDER\n`.trim();\n\nconst folderMap = sharedFolderCSV\n .split(\"\\n\")\n .slice(1)\n .map(line => {\n const [year, year_folder_id, month_number, month_name, month_folder_id] = line.split(\",\");\n return { year, year_folder_id, month_number, month_name, month_folder_id };\n });\n\nreturn items.map(item => {\n const submittedAt = new Date(item.json.submittedAt);\n const year = String(submittedAt.getUTCFullYear());\n const month = String(submittedAt.getUTCMonth() + 1).padStart(2, \"0\");\n\n const match = folderMap.find(entry => entry.year === year && entry.month_number === month);\n\n if (!match) {\n throw new Error(`No shared folder match found for year ${year}, month ${month}`);\n }\n\n return {\n json: {\n ...item.json,\n shared_drive_match: {\n matched_year: year,\n matched_month: month,\n matched_year_folder_id: match.year_folder_id,\n matched_month_folder_id: match.month_folder_id\n }\n },\n binary: item.binary || {}\n };\n});\n"
},
"typeVersion": 2
},
{
"id": "ca1baad9-432a-4ccf-9060-620aec1205ad",
"name": "Upload file2",
"type": "n8n-nodes-base.googleDrive",
"position": [
784,
288
],
"parameters": {
"name": "={{ $json.Receipt[0].filename }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "YOUR_SHARED_DRIVE_ID",
"cachedResultUrl": "https://drive.google.com/drive/folders/YOUR_SHARED_DRIVE_ID",
"cachedResultName": "Shared Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.shared_drive_match.matched_year_folder_id }}"
},
"inputDataFieldName": "Receipt"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "05133746-35a7-45f6-90da-a885f478615f",
"name": "Merge2",
"type": "n8n-nodes-base.merge",
"position": [
1024,
176
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3.2
},
{
"id": "a7120d38-1440-488a-8c1c-c3c8556fcc15",
"name": "Send a message",
"type": "n8n-nodes-base.gmail",
"position": [
1264,
48
],
"parameters": {
"sendTo": "user@example.com",
"message": "=<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n <meta charset=\"UTF-8\" />\n <style>\n body {\n background-color: #f4f4f4;\n font-family: Arial, sans-serif;\n padding: 20px;\n color: #333;\n }\n .container {\n background-color: #ffffff;\n border: 1px solid #dddddd;\n max-width: 600px;\n margin: auto;\n padding: 20px;\n }\n h2 {\n color: #2c3e50;\n margin-top: 0;\n }\n table {\n width: 100%;\n border-collapse: collapse;\n margin-top: 16px;\n }\n th, td {\n padding: 8px;\n border-bottom: 1px solid #eeeeee;\n text-align: left;\n vertical-align: top;\n }\n .footer {\n margin-top: 24px;\n font-size: 12px;\n color: #888;\n }\n .drive-link {\n display: inline-block;\n margin-top: 20px;\n padding: 10px 18px;\n background-color: #ffffff;\n color: #1a73e8;\n border: 2px solid #1a73e8;\n text-decoration: none;\n border-radius: 4px;\n font-weight: bold;\n }\n </style>\n</head>\n<body>\n <div class=\"container\">\n <h2>\ud83d\udccc New Household Expense Recorded</h2>\n <p>Dear Users,</p>\n <p>A new <strong>{{ $json.output.transaction_type }}</strong> household expense has been recorded. The details are as follows:</p>\n\n <table>\n <tr>\n <th>Receipt Number</th>\n <td>{{ $json.output.receipt_number }}</td>\n </tr>\n <tr>\n <th>Date</th>\n <td>{{ $json.output.transaction_date }}</td>\n </tr>\n <tr>\n <th>Category</th>\n <td>{{ $json.output.personal_category }}</td>\n </tr>\n <tr>\n <th>Vendor</th>\n <td>{{ $json.output.vendor_name }}</td>\n </tr>\n <tr>\n <th>Vendor Address</th>\n <td>{{ $json.output.vendor_address }}</td>\n </tr>\n <tr>\n <th>Vendor Phone</th>\n <td>{{ $json.output.vendor_phone_number }}</td>\n </tr>\n <tr>\n <th>Payment Method</th>\n <td>{{ $json.output.payment_method }}</td>\n </tr>\n <tr>\n <th>Item(s)</th>\n <td>\n {{ $json.output.items[0].quantity }} \u00d7 {{ $json.output.items[0].description }} @ {{ $json.output.items[0].unit_price }} {{ $json.output.currency }}\n </td>\n </tr>\n <tr>\n <th>Tax</th>\n <td>{{ $json.output.tax_amount }} {{ $json.output.currency }}</td>\n </tr>\n <tr>\n <th>Total Amount</th>\n <td><strong>{{ $json.output.total_amount }} {{ $json.output.currency }}</strong></td>\n </tr>\n <tr>\n <th>Expense Owner</th>\n <td>{{ $json.output.expense_owner }}</td>\n </tr>\n <tr>\n <th>Owner Address</th>\n <td>{{ $json.output.expense_owner_address }}</td>\n </tr>\n </table>\n\n <a class=\"drive-link\" href=\"{{ $json.webViewLink }}\" target=\"_blank\">\n \ud83d\udcce View Receipt in Google Drive\n </a>\n\n <div class=\"footer\">\n This email was generated automatically by your household expense tracking system.\n </div>\n </div>\n</body>\n</html>\n",
"options": {
"senderName": "Apps",
"appendAttribution": false,
"replyToSenderOnly": false
},
"subject": "=New expense captured: {{ $json.output.items[0].description }}"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "448844b5-d210-498d-8eb8-54ae8d7f9936",
"name": "Send a message1",
"type": "n8n-nodes-base.gmail",
"position": [
528,
80
],
"parameters": {
"sendTo": "user@example.com",
"message": "This is an expense for processing",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{
"property": "Receipt"
}
]
}
},
"subject": "Expense"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "e791c8b3-ee79-4db3-a4aa-a23067a4fa52",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-256,
-112
],
"parameters": {
"width": 208,
"height": 80,
"content": "# Personal"
},
"typeVersion": 1
},
{
"id": "4016b83c-025c-4e2b-b461-a5813e159ca9",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-224,
48
],
"parameters": {
"width": 208,
"height": 80,
"content": "# Business"
},
"typeVersion": 1
},
{
"id": "8e40fc28-58df-4f09-b478-fdb2b197ac34",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-208,
208
],
"parameters": {
"width": 208,
"height": 80,
"content": "# Shared"
},
"typeVersion": 1
},
{
"id": "b63b8504-4c44-4045-85ee-32c79c8519dc",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
-560,
-192
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "5e5d048a-2c50-489b-a0f2-d3dd093746b6",
"operator": {
"type": "array",
"operation": "contains",
"rightType": "any"
},
"leftValue": "={{ $json[\"Expense Category\"] }}",
"rightValue": "Shared / Home"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "3c457e36-04e4-445d-aaa7-fe5c0605d0ff",
"name": "Upload a file",
"type": "n8n-nodes-base.s3",
"position": [
960,
0
],
"parameters": {
"fileName": "=expenses/2025/{{ $json.Receipt[0].filename }}",
"operation": "upload",
"bucketName": "business-expenses",
"additionalFields": {},
"binaryPropertyName": "Receipt"
},
"credentials": {
"s3": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "be9c204f-77d8-45e4-b0e0-e9f7197b59a4",
"name": "Upload a file1",
"type": "n8n-nodes-base.s3",
"position": [
784,
-240
],
"parameters": {
"fileName": "=receipts/2025/{{ $json.Receipt[0].filename }}",
"operation": "upload",
"bucketName": "personal-expenses",
"additionalFields": {},
"binaryPropertyName": "Receipt"
},
"credentials": {
"s3": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "37419632-4f39-4d07-a679-28a4cef8deed",
"name": "Upload a file2",
"type": "n8n-nodes-base.s3",
"position": [
784,
448
],
"parameters": {
"fileName": "=receipts/2025/{{ $json.Receipt[0].filename }}",
"operation": "upload",
"bucketName": "shared-expenses",
"additionalFields": {},
"binaryPropertyName": "Receipt"
},
"credentials": {
"s3": {
"name": "<your credential>"
}
},
"typeVersion": 1
}
],
"active": true,
"settings": {
"executionOrder": "v1"
},
"versionId": "b9f722de-3c6a-4429-9394-b12ad530f339",
"connections": {
"If": {
"main": [
[
{
"node": "Extract from File",
"type": "main",
"index": 0
}
]
]
},
"Code": {
"main": [
[
{
"node": "Upload file1",
"type": "main",
"index": 0
},
{
"node": "Upload a file",
"type": "main",
"index": 0
}
]
]
},
"Code1": {
"main": [
[
{
"node": "Upload file",
"type": "main",
"index": 0
},
{
"node": "Upload a file1",
"type": "main",
"index": 0
}
]
]
},
"Code2": {
"main": [
[
{
"node": "Upload file2",
"type": "main",
"index": 0
},
{
"node": "Upload a file2",
"type": "main",
"index": 0
}
]
]
},
"Merge2": {
"main": [
[
{
"node": "Send a message",
"type": "main",
"index": 0
}
]
]
},
"shared": {
"main": [
[
{
"node": "Code2",
"type": "main",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[
{
"node": "Merge2",
"type": "main",
"index": 0
}
]
]
},
"business": {
"main": [
[
{
"node": "Code",
"type": "main",
"index": 0
},
{
"node": "Send a message1",
"type": "main",
"index": 0
}
]
]
},
"personal": {
"main": [
[
{
"node": "Code1",
"type": "main",
"index": 0
}
]
]
},
"Upload file": {
"main": [
[]
]
},
"Upload file1": {
"main": [
[]
]
},
"Upload file2": {
"main": [
[
{
"node": "Merge2",
"type": "main",
"index": 1
}
]
]
},
"Extract from File": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "personal",
"type": "main",
"index": 0
},
{
"node": "business",
"type": "main",
"index": 0
},
{
"node": "shared",
"type": "main",
"index": 0
},
{
"node": "If",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "AI Agent",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Google Gemini Chat Model1": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"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.
gmailOAuth2googleDriveOAuth2ApigooglePalmApis3
Pro
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About this workflow
This workflow is perfect for individuals, small businesses, or households who need to: Automatically process and categorize expense receipts Extract structured data from invoices and receipts using AI Store receipts in multiple locations (Google Drive and S3) Send automated…
Source: https://n8n.io/workflows/7143/ — original creator credit. Request a take-down →
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