AutomationFlowsAI & RAG › AI-Powered Monthly Invoice Summarizer

AI-Powered Monthly Invoice Summarizer

Original n8n title: Monthly Invoice Summarizer

Monthly Invoice Summarizer. Uses googleDriveTrigger, googleDrive, lmChatOpenAi, outputParserStructured. Event-driven trigger; 28 nodes.

Event trigger★★★★☆ complexityAI-powered28 nodesGoogle Drive TriggerGoogle DriveOpenAI ChatOutput Parser StructuredAgentChain LlmNotionTool Calculator
AI & RAG Trigger: Event Nodes: 28 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow follows the Agent → Chainllm recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

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{
  "name": "Monthly Invoice Summarizer",
  "nodes": [
    {
      "parameters": {
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "triggerOn": "specificFolder",
        "folderToWatch": {
          "__rl": true,
          "value": "17km7-tfMcYnKIkoqYKn_lQ263ymy_pn_",
          "mode": "list",
          "cachedResultName": "Monthly Invoices",
          "cachedResultUrl": "https://drive.google.com/drive/folders/17km7-tfMcYnKIkoqYKn_lQ263ymy_pn_"
        },
        "event": "folderCreated"
      },
      "type": "n8n-nodes-base.googleDriveTrigger",
      "typeVersion": 1,
      "position": [
        0,
        0
      ],
      "id": "01b515c2-847b-4dd1-9517-28458f7cdfeb",
      "name": "Google Drive Trigger",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "amount": 2,
        "unit": "minutes"
      },
      "type": "n8n-nodes-base.wait",
      "typeVersion": 1.1,
      "position": [
        220,
        0
      ],
      "id": "eaf1b0a2-41c3-4fba-962e-64b7fac1f1b5",
      "name": "Wait for 2 Minutes"
    },
    {
      "parameters": {
        "resource": "fileFolder",
        "searchMethod": "query",
        "queryString": "='{{ $json.id }}' in parents and trashed = false\n",
        "returnAll": true,
        "filter": {},
        "options": {}
      },
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        640,
        0
      ],
      "id": "585ddda2-330b-4306-a42c-5457a703df81",
      "name": "Search files and folders",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "download",
        "fileId": {
          "__rl": true,
          "value": "={{ $json.id }}",
          "mode": "id"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        840,
        0
      ],
      "id": "0138add1-9688-409d-911b-7c3a0a686f49",
      "name": "Download file",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "pdf",
        "binaryPropertyName": "=data",
        "options": {}
      },
      "type": "n8n-nodes-base.extractFromFile",
      "typeVersion": 1,
      "position": [
        1080,
        0
      ],
      "id": "c02e4ad8-291b-457a-9bfa-fea5f3c1b1c5",
      "name": "Extract from File",
      "alwaysOutputData": false
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.2,
      "position": [
        1340,
        160
      ],
      "id": "a3c8e01f-914a-4b6a-ac6a-0c576c64c4a5",
      "name": "OpenAI Chat Model1",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "jsonSchemaExample": "{\n\"status\": \"\"\n}"
      },
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "typeVersion": 1.3,
      "position": [
        1560,
        160
      ],
      "id": "1d13c41d-4ca4-4c77-a3df-0033b454fc37",
      "name": "Structured Output Parser1"
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 2
          },
          "conditions": [
            {
              "id": "b5cbcaf4-583b-425c-b3e8-02789d87ec20",
              "leftValue": "={{ $json.output.status }}",
              "rightValue": "yes",
              "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
              }
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.2,
      "position": [
        1680,
        0
      ],
      "id": "a9d53730-9770-4764-b323-2749ff4b4930",
      "name": "If"
    },
    {
      "parameters": {
        "promptType": "define",
        "text": "=Based on the text decide if the text is about an invoice or not: {{ $json.text }}\n\nIf yes return \"yes\", if no return \"no\". Don't provide any additional information. Use only small letters",
        "hasOutputParser": true,
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.agent",
      "typeVersion": 2,
      "position": [
        1360,
        0
      ],
      "id": "0e9519da-0fa1-4327-8a15-eac371303ee0",
      "name": "Invoice Controller"
    },
    {
      "parameters": {
        "promptType": "define",
        "text": "=** Task Overview **\nYou\u2019ll receive raw text extracted from PDF invoices. Your job is to identify the key details listed below and return them in a structured JSON object.\n\n** Information to Capture **\n\ninvoice_name \u2013 the identifier or title of the invoice\ncompany_name \u2013 the name of the business that issued the invoice\ntotal_invoice_amount \u2013 the grand total shown on the invoice\ncategory - choose the most proper category for invoice. ONLY take on out of the following categories:\nSoftware & Tools, Business Operations, Marketing & Sales, Education & Learning, Subscription, Content Creation, Web & Hosting, Team & Collaboration, Other\n\n\nOutput Format (example)\n{\n  \"invoice_name\": \"Invoice ABC-123\",\n  \"company_name\": \"Acme Corp\",\n  \"total_invoice_amount\": 1000,\n  \"month\": \"April\",\n  \"category\": \"Other\"\n}\n\nGuidelines\n\nIf any detail is missing or unclear, make your best estimate or use null.\n\nProvide the most specific line-item labels available; use generic placeholders only when no description exists.\n\nVerify that the line-item amounts add up to the total invoice amount (minor rounding differences are acceptable).\n\nInput Placeholder\nText: {{ $('Extract from File').item.json.text }}",
        "hasOutputParser": true,
        "batching": {}
      },
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "typeVersion": 1.7,
      "position": [
        2140,
        -20
      ],
      "id": "6523da98-3b84-4101-b3c9-67ee6e667223",
      "name": "Basic LLM Chain"
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.2,
      "position": [
        2120,
        160
      ],
      "id": "091d6b59-c862-42e3-b02e-b0a01964e31c",
      "name": "OpenAI Chat Model",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "jsonSchemaExample": "{\n  \"invoice_name\": \"Invoice ABC-123\",\n  \"company_name\": \"Acme Corp\",\n  \"total_invoice_amount\": 1000,\n  \"month\": \"April\",\n  \"category\": \"Web & Hosting\"\n}",
        "autoFix": true
      },
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "typeVersion": 1.3,
      "position": [
        2300,
        160
      ],
      "id": "333dd58a-b12d-40c1-99cc-124168af9417",
      "name": "Structured Output Parser"
    },
    {
      "parameters": {
        "resource": "databasePage",
        "databaseId": {
          "__rl": true,
          "value": "22bccdb2-3d99-81b5-af9b-e8726583dc29",
          "mode": "list",
          "cachedResultName": "All Invoices",
          "cachedResultUrl": "https://www.notion.so/22bccdb23d9981b5af9be8726583dc29"
        },
        "propertiesUi": {
          "propertyValues": [
            {
              "key": "Month|title",
              "title": "={{ $json.output.month }}"
            },
            {
              "key": "Invoice_From|rich_text",
              "textContent": "={{ $json.output.company_name }}"
            },
            {
              "key": "Amount|number",
              "numberValue": "={{ $json.output.total_invoice_amount }}"
            },
            {
              "key": "Category|select",
              "selectValue": "={{ $json.output.category }}"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.notion",
      "typeVersion": 2.2,
      "position": [
        2540,
        -20
      ],
      "id": "695f6597-ab8a-4d6d-9692-79015cd42537",
      "name": "Create a database page",
      "credentials": {
        "notionApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.2,
      "position": [
        2320,
        300
      ],
      "id": "181a9b45-d54e-4cee-9e6c-c8452133be6a",
      "name": "OpenAI Chat Model2",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.noOp",
      "typeVersion": 1,
      "position": [
        1840,
        200
      ],
      "id": "1a4f03bb-21d0-4de6-9773-862cb016551d",
      "name": "No Operation, do nothing"
    },
    {
      "parameters": {},
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "typeVersion": 1,
      "position": [
        3560,
        200
      ],
      "id": "9b08b7dd-4bd4-4088-89d4-1c3e32069b87",
      "name": "Calculator"
    },
    {
      "parameters": {
        "promptType": "define",
        "text": "=Amounts in $, please sum it up: {{ $('Aggregate').item.json.property_amount }}. Only return plain number with currency. Also return number of invoices based on number of numbers",
        "hasOutputParser": true,
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.agent",
      "typeVersion": 2,
      "position": [
        3380,
        -20
      ],
      "id": "8c2715aa-7fb8-4365-a4f9-e57423a5529a",
      "name": "AI Agent"
    },
    {
      "parameters": {
        "fieldsToAggregate": {
          "fieldToAggregate": [
            {
              "fieldToAggregate": "property_amount"
            },
            {
              "fieldToAggregate": "property_invoice_from"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.aggregate",
      "typeVersion": 1,
      "position": [
        2760,
        -20
      ],
      "id": "76929f93-9ae3-4ec1-a923-1f95c965501f",
      "name": "Aggregate"
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.2,
      "position": [
        3400,
        200
      ],
      "id": "3b200ca3-0e14-46ce-be44-998c83b54db2",
      "name": "OpenAI Chat Model3",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "jsonSchemaExample": "{\n\"amount\": \"\",\n\"invoices_amount\": \"\"\n}"
      },
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "typeVersion": 1.3,
      "position": [
        3700,
        200
      ],
      "id": "5a481956-c5be-48c5-a2b3-6db4e153990d",
      "name": "Structured Output Parser2"
    },
    {
      "parameters": {
        "resource": "databasePage",
        "databaseId": {
          "__rl": true,
          "value": "22bccdb2-3d99-804d-9203-fc0d6e942ba8",
          "mode": "list",
          "cachedResultName": "Monthly Summary in PDF Format",
          "cachedResultUrl": "https://www.notion.so/22bccdb23d99804d9203fc0d6e942ba8"
        },
        "propertiesUi": {
          "propertyValues": [
            {
              "key": "Month|title",
              "title": "={{ $('Basic LLM Chain').first().json.output.month }}"
            },
            {
              "key": "Total Amount|rich_text",
              "textContent": "={{ $json.output.amount }}"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.notion",
      "typeVersion": 2.2,
      "position": [
        3760,
        -20
      ],
      "id": "a14ea0f2-08fb-47b2-a2b3-e82e921d05cd",
      "name": "Create a database page1",
      "credentials": {
        "notionApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "resource": "fileFolder",
        "searchMethod": "query",
        "queryString": "='{{ $('Google Drive Trigger').item.json.parents[0] }}' in parents and trashed = false\n",
        "returnAll": true,
        "filter": {},
        "options": {}
      },
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        3320,
        1000
      ],
      "id": "bb0bb9b3-e94e-49b4-a8ce-af19714a5c9b",
      "name": "Search files and folders1",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "deleteFile",
        "fileId": {
          "__rl": true,
          "value": "={{ $json.id }}",
          "mode": "id"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        3540,
        1000
      ],
      "id": "8b27b83c-dc39-4160-a6f8-fb5bdb6afe83",
      "name": "Delete a file",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "resource": "fileFolder",
        "queryString": "={{ $('Google Drive Trigger').item.json.name }}",
        "filter": {
          "folderId": {
            "__rl": true,
            "value": "17km7-tfMcYnKIkoqYKn_lQ263ymy_pn_",
            "mode": "list",
            "cachedResultName": "Monthly Invoices",
            "cachedResultUrl": "https://drive.google.com/drive/folders/17km7-tfMcYnKIkoqYKn_lQ263ymy_pn_"
          }
        },
        "options": {}
      },
      "type": "n8n-nodes-base.googleDrive",
      "typeVersion": 3,
      "position": [
        420,
        0
      ],
      "id": "253f7f8c-35e1-4957-b89b-b5b4c097702a",
      "name": "Search for folder",
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes"
            }
          ]
        }
      },
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        -420,
        -240
      ],
      "id": "4b4a41c2-162d-44bf-81b4-4ddc6d96d78a",
      "name": "Schedule Trigger",
      "disabled": true
    },
    {
      "parameters": {
        "content": "# Optional: Delete Folder & Invoices",
        "height": 560,
        "width": 920
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        3020,
        780
      ],
      "id": "c3d237da-b0d0-4e89-ae59-030fc6b21ae9",
      "name": "Sticky Note"
    },
    {
      "parameters": {
        "sendTo": "krystian7431@gmail.com",
        "subject": "=Invoice Summary for {{ $('Google Drive Trigger').item.json.name }} is Ready!",
        "emailType": "text",
        "message": "=Hi,\n\nHere\u2019s your invoice summary for {{ $('Google Drive Trigger').item.json.name }}:\n\n\ud83e\uddfe Total Amount: {{ $('AI Agent').item.json.output.amount }}\n\n\ud83e\udd47 Number of invoices: {{ $('AI Agent').item.json.output.invoices_amount }}\n\n\u2709\ufe0f Invoices From: {{ $('Edit Fields').item.json.invoices }}\n\nThe full report has been saved to Notion.\n\nBest,\nAI Krystian\n",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        4020,
        -20
      ],
      "id": "ef2e7f17-9b34-491b-91ce-f3dd15ed6924",
      "name": "Send a message",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "79f05222-05d4-4fbf-b188-40fd8f77d0e7",
              "name": "invoices",
              "value": "={{ $json.property_invoice_from }}",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        3020,
        -20
      ],
      "id": "1baa30eb-ec4f-4aff-a33b-3e56fc4e8e18",
      "name": "Edit Fields"
    }
  ],
  "connections": {
    "Google Drive Trigger": {
      "main": [
        [
          {
            "node": "Wait for 2 Minutes",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait for 2 Minutes": {
      "main": [
        [
          {
            "node": "Search for folder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search files and folders": {
      "main": [
        [
          {
            "node": "Download file",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract from File": {
      "main": [
        [
          {
            "node": "Invoice Controller",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model1": {
      "ai_languageModel": [
        [
          {
            "node": "Invoice Controller",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser1": {
      "ai_outputParser": [
        [
          {
            "node": "Invoice Controller",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "If": {
      "main": [
        [
          {
            "node": "Basic LLM Chain",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Invoice Controller": {
      "main": [
        [
          {
            "node": "If",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Download file": {
      "main": [
        [
          {
            "node": "Extract from File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Basic LLM Chain": {
      "main": [
        [
          {
            "node": "Create a database page",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Basic LLM Chain",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "Basic LLM Chain",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model2": {
      "ai_languageModel": [
        [
          {
            "node": "Structured Output Parser",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Create a database page": {
      "main": [
        [
          {
            "node": "Aggregate",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calculator": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "AI Agent": {
      "main": [
        [
          {
            "node": "Create a database page1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Aggregate": {
      "main": [
        [
          {
            "node": "Edit Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model3": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser2": {
      "ai_outputParser": [
        [
          {
            "node": "AI Agent",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Search files and folders1": {
      "main": [
        [
          {
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    "Search for folder": {
      "main": [
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          {
            "node": "Search files and folders",
            "type": "main",
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        ]
      ]
    },
    "Edit Fields": {
      "main": [
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          {
            "node": "AI Agent",
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    }
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  "settings": {
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How this works

Easily consolidate and analyse your monthly invoices to gain quick insights into spending patterns and discrepancies, saving hours of manual data entry and reducing errors. This workflow is ideal for small business owners, freelancers, or finance teams handling regular billing from suppliers or clients. It triggers automatically when new files are added to a designated Google Drive folder, downloads the invoices, and uses OpenAI's chat model to extract and summarise key details like totals, dates, and categories through a structured parsing step.

Use this workflow for end-of-month reviews when invoices arrive consistently in PDF or similar formats via Google Drive, ensuring timely financial overviews without custom coding. Avoid it for high-volume enterprise invoicing needing advanced ERP integration, or if your files require complex OCR beyond basic extraction. Common variations include adapting the AI prompt for multi-currency support or routing summaries to tools like Google Sheets for further visualisation.

About this workflow

Monthly Invoice Summarizer. Uses googleDriveTrigger, googleDrive, lmChatOpenAi, outputParserStructured. Event-driven trigger; 28 nodes.

Source: https://github.com/Khuzaima-AI-2112/n8n-automation-templates/blob/master/01_Bussiness-&-Support/09_Summarizes-your-Invoices-monthly/Monthly+Invoice+Summarizer.json — original creator credit. Request a take-down →

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