Automate Invoice Processing with AI-Powered PDF Parsing
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Streamline your invoice management by automatically extracting critical data from PDFs using advanced AI. This workflow integrates with Gmail to receive invoices, leverages LlamaParse for intelligent PDF parsing, and stores the structured data in Google Sheets for easy reconciliation.
About This Workflow
This n8n workflow offers a powerful solution for automating invoice processing. It begins by monitoring your Gmail for emails containing invoices, automatically downloading attachments. These documents are then sent to LlamaParse, a sophisticated PDF parsing service designed to handle complex layouts, including tables and figures. LlamaParse extracts detailed information, which is then structured into a defined JSON format using OpenAI's GPT model. Finally, the parsed invoice data, including dates, numbers, supplier and customer details, and line item information, is appended to a Google Sheet, simplifying reconciliation and data management. This end-to-end automation significantly reduces manual data entry and speeds up financial operations.
Key Features
- Automated Invoice Ingestion: Monitor Gmail for invoices with attachments and automatically download them.
- Advanced PDF Data Extraction: Utilize LlamaParse for intelligent parsing of complex PDFs, including tables and figures.
- AI-Powered Data Structuring: Employ OpenAI's GPT model to extract and structure specific invoice fields into a defined JSON schema.
- Seamless Google Sheets Integration: Automatically append extracted invoice data to a designated reconciliation sheet.
- Configurable Data Fields: Define a comprehensive JSON schema to capture all essential invoice information.
How To Use
- Gmail Trigger: Configure the Gmail trigger node to monitor your inbox for specific senders (e.g.,
invoices@paypal.com) and emails with attachments (has:attachment). Set the polling interval toeveryMinutefor near real-time processing. - LlamaParse Integration: Set up the HTTP Request node to send the downloaded invoice attachments to the LlamaParse API (
https://api.cloud.llamaindex.ai/api/parsing/upload). Ensure you configure themultipart-form-datacontent type and provide your LlamaIndex API credentials. - OpenAI Model: Connect the output of LlamaParse to the OpenAI Model node. Configure the node to use a suitable model (e.g.,
gpt-3.5-turbo-1106) with a low temperature (e.g.,0) for deterministic output. - Structured Output Parser: Link the OpenAI Model node to the Structured Output Parser. Input the provided JSON schema to define the exact fields you want to extract from the invoices.
- Google Sheets Append: Connect the Structured Output Parser to the Google Sheets node. Configure the node to append the structured data to your reconciliation sheet, mapping the output fields from the parser to the corresponding columns in your sheet.
Apps Used
Workflow JSON
{
"id": "d3e068fc-112d-4e92-b583-9bebae785786",
"name": "Automate Invoice Processing with AI-Powered PDF Parsing",
"nodes": 18,
"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.
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ID: d3e068fc-112d...
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