AI-Powered Invoice & Payment Tracker: Gmail to Google Tasks
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This workflow intelligently scans your unread Gmail for invoice and payment emails, extracts critical details like due dates and amounts using AI, and automatically creates actionable tasks in Google Tasks. It streamlines your financial reminders by labeling emails and marking them as read once processed.
About This Workflow
This powerful n8n workflow provides a comprehensive solution for automating your invoice and payment management directly from your Gmail inbox. Running on a configurable hourly schedule, it leverages an advanced AI agent powered by GPT-4o to accurately identify relevant emails. Upon detection, it meticulously extracts key information such as the sender, amount due, and payment due date. If an email is confirmed as an invoice, the workflow seamlessly generates a detailed task in Google Tasks, complete with a customizable title. It further enhances organization by applying an 'Invoice' label to the email and marking it as read, ensuring you never miss a payment and your inbox remains tidy.
Key Features
- AI-Powered Invoice Detection: Utilizes a sophisticated AI agent (GPT-4o) to accurately identify invoice and payment-related emails from your unread Gmail messages.
- Automated Data Extraction: Automatically extracts crucial details like due date (in YYYY-MM-DD format), amount due, sender, and subject from identified invoices.
- Seamless Google Tasks Integration: Creates structured, actionable tasks in Google Tasks with dynamic titles based on extracted invoice data, providing timely reminders.
- Intelligent Email Labeling & Archiving: Automatically applies an 'Invoice' label to processed emails for easy categorization and marks them as read for an organized inbox.
- Scheduled Monitoring: Operates on a customizable hourly schedule to continuously scan for new invoices, keeping your financial task list consistently up-to-date.
How To Use
- Set up Credentials: Connect your Gmail account using OAuth2. Add your OpenAI API Key under API Credentials. Connect your Google Tasks account.
- Create Gmail Label: In your Gmail account, create a new label named
Invoice(case-sensitive, as specified in the workflow). - Adjust Schedule (Optional): In the 'Schedule Trigger' node, you can modify the interval (e.g., to check every 30 minutes or daily) based on how frequently you want new emails scanned.
- Customize Task Format (Optional): Navigate to the 'Create a task' node. Here, you can customize the
Title(e.g.,Pay {{ $json.output.sender }} for ${{ $json.output.amount_due }} due {{ $json.output.due_date }}) or add more invoice details to theNotesfield. - Activate Workflow: Save and activate the workflow to begin automatically processing your incoming invoice and payment emails.
Apps Used
Workflow JSON
{
"id": "5bae33b8-af57-4aa4-84a1-e9438d75a53b",
"name": "AI-Powered Invoice & Payment Tracker: Gmail to Google Tasks",
"nodes": 23,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 5bae33b8-af57...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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