Automate Invoice Notifications & Approvals
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Streamline your finance operations by automatically processing new invoices. This workflow detects invoices in your inbox, extracts key details, and triggers timely notifications to your finance team and Slack channel.
About This Workflow
This n8n workflow revolutionizes invoice management by automating a critical part of your financial process. It intelligently scans your inbox for new emails, identifies those containing invoices, and leverages AI to extract essential information like the total amount. For invoices exceeding a certain threshold, it automatically forwards them to the finance manager for review and approval. Finally, it sends a concise notification to a dedicated Slack channel, keeping your team informed about new invoices requiring attention. This workflow significantly reduces manual data entry and ensures faster invoice processing.
Key Features
- Intelligent Email Monitoring: Automatically checks your inbox for new emails, ensuring no invoice is missed.
- AI-Powered Invoice Extraction: Utilizes Mindee's AI to accurately extract invoice details, including the total amount.
- Conditional Approvals: Triggers specific actions based on invoice value, routing high-value invoices for managerial review.
- Multi-Channel Notifications: Sends alerts to both your finance manager via email and your team via Slack.
- Customizable Alerts: Tailor notification messages and recipient channels to fit your team's workflow.
How To Use
- Connect Email: Configure the
Check for new emailsnode with your IMAP account credentials (e.g., Gmail). - Define Invoice Trigger: Set the
If email body contains invoicenode to identify emails related to invoices (e.g., by looking for the word 'invoice' in the subject or body). - Integrate Invoice AI: Set up the
Extract the total amountnode using your Mindee Invoice account credentials and specify the relevant binary property for attachments. - Set Approval Threshold: Configure the
If Amount > 1000node with the desired monetary threshold for triggering an approval process. - Email Finance Manager: In the
Send email to finance managernode, provide the finance manager's email address and customize the email content and subject. - Slack Notification: Set up the
Send new invoice notificationnode with your Slack credentials, specifying the target channel and customizing the message to include relevant invoice details.
Apps Used
Workflow JSON
{
"id": "439757a0-0dfe-4f61-863d-bca6d1fefd48",
"name": "Automate Invoice Notifications & Approvals",
"nodes": 7,
"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: 439757a0-0dfe...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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