Automate Spend Detail Extraction from Emails
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Effortlessly extract and organize your spend details from email invoices and payment confirmations. This n8n workflow automatically processes your Gmail, parses financial documents, and structures the data for easy analysis.
About This Workflow
Take control of your finances with this powerful n8n workflow designed to automate the tedious task of expense tracking. By connecting to your Gmail, this template intelligently identifies and retrieves invoice and payment confirmation emails. It then leverages advanced PDF extraction and AI-powered parsing to pull out crucial spend details such as the transaction date, service provider, amount, currency, category, and even the card used. The structured data is then ready to be sent to your preferred destination, like Google Sheets, for seamless financial management and reporting.
Key Features
- Automated Email Monitoring: Continuously scans your Gmail for new invoices and payment confirmations.
- Intelligent Data Extraction: Extracts key financial information from PDF attachments and email content.
- AI-Powered Parsing: Utilizes Google Gemini to accurately categorize and structure your spend data.
- Flexible Output: Easily sends extracted data to Google Sheets or other destinations for analysis.
- Customizable Categories: Define your own spend categories for tailored financial reporting.
How To Use
- Connect your Gmail: Authenticate your Gmail account within n8n and ensure the correct labels for invoices and payments are configured.
- Configure PDF Extraction: If your invoices or payment confirmations are password-protected PDFs, enter the password in the 'ExtractFromFile' nodes.
- Define HTML Extraction (Optional): If spend details are embedded directly in the email body using specific HTML tags, update the 'HTML' node with the correct CSS selector (e.g.,
.spend-table). - Set up AI Parsing: Connect your Google Gemini API key in the 'Google Gemini Chat Model' node. Review and adjust the 'Structured Output Parser' schema to match your specific data needs and desired output categories.
- Choose your Output Destination: Configure the 'Google Sheets' node to write the parsed expense data to your desired spreadsheet, mapping the extracted fields to your sheet's columns.
Apps Used
Workflow JSON
{
"id": "2d90e43f-df7d-4e39-9868-0bb3ef4deb40",
"name": "Automate Spend Detail Extraction from Emails",
"nodes": 11,
"category": "Finance",
"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: 2d90e43f-df7d...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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