Automated Invoice and Payment Detail Extraction to Google Sheets
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This workflow automatically extracts invoice and payment details from Gmail, processes them using AI, and stores the structured data in a Google Sheet. It leverages Gmail triggers and the Extract From File node for initial data retrieval.
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About This Workflow
Overview
This n8n workflow is designed to automate the process of extracting financial transaction data from emails. It starts by monitoring specific Gmail labels for invoice and payment emails. Using the Gmail Trigger nodes, it fetches these emails along with their attachments. The Extract From File node then extracts text from these attachments (assuming they are PDFs). The extracted text is passed through an HTML node to potentially parse specific HTML elements if present, followed by a Split Out node to isolate individual transaction items. A Google Gemini Chat Model node uses a detailed schema to parse the extracted information into structured data, identifying details like date, service, amount, category, currency, and card used. Finally, the Google Sheets node appends this structured data to a specified Google Sheet, creating a comprehensive and automated financial record-keeping system.
Key Features
- Automated Email Monitoring: Utilizes Gmail triggers to continuously check for new invoice and payment emails.
- Attachment Extraction: Downloads and processes attachments from emails, specifically targeting PDF files.
- AI-Powered Data Parsing: Employs Google Gemini to understand and structure complex transaction details.
- Customizable Data Schema: Allows for precise definition of the data points to be extracted (date, service, amount, category, etc.).
- Google Sheets Integration: Seamlessly appends extracted financial data to a Google Sheet for easy analysis and management.
How To Use
- Configure Gmail Triggers: Set up the two
Gmail Triggernodes to monitor specific labels for invoice and payment emails. Ensure the correct Gmail account and label IDs are selected. - Set Up Attachment Extraction: Configure the
Extract From Filenodes to handle PDF attachments. Note thepasswordparameter if your PDFs are password-protected. - Define HTML Parsing (Optional): If your emails contain structured spending information within HTML tags, adjust the
HTMLnode'scssSelectorto target those elements. - Configure Gemini AI Parsing: In the
Google Gemini Chat Modelnode, review and adjust theinputSchemato accurately define the structure and types of data you want to extract. Ensure theGoogle Gemini(PaLM) Apicredentials are set up. - Set Up Google Sheets: Configure the
Google Sheetsnode with your target Google Sheet document and sheet name. Map the output fields from the Gemini parser to the appropriate columns in your Google Sheet.
Apps Used
Workflow JSON
{
"id": "eba5df44-9ce3-4693-a6c6-44eb87a24ebc",
"name": "Automated Invoice and Payment Detail Extraction to Google Sheets",
"nodes": 0,
"category": "Gmail and Email Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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