Automated Invoice Processing with AI and LlamaParse
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Streamline your accounts payable with this powerful n8n workflow. It automatically extracts detailed information from incoming invoice PDFs, leveraging advanced AI models and LlamaParse for superior data accuracy, and then organizes it into a Google Sheet for easy reconciliation.
About This Workflow
Revolutionize your invoice processing with this intelligent n8n workflow. It begins by monitoring your Gmail for new invoice attachments from specified senders. Upon receipt, the workflow dispatches the complex PDF invoice to LlamaParse for robust, AI-powered extraction of tabular and embedded data, handling even the most challenging layouts. The extracted raw data is then refined by an OpenAI model, which, guided by a strict JSON schema, precisely structures every detail from invoice numbers to line items. Finally, all validated information is automatically appended to a Google Sheet, creating a clean, organized ledger for seamless reconciliation and financial reporting. This automation drastically reduces manual data entry errors and accelerates your financial operations.
Key Features
- Automated Invoice Intake: Automatically detects and downloads invoice attachments from specific email senders in Gmail.
- Advanced PDF Data Extraction: Utilizes LlamaParse for highly accurate and intelligent extraction of complex data, including tables and figures, from challenging PDF invoice layouts.
- AI-Powered Data Structuring: Leverages OpenAI with a Langchain Structured Output Parser to precisely format extracted data into a predefined, consistent JSON schema.
- Seamless Data Integration: Automatically appends all extracted and structured invoice details directly into a Google Sheet for effortless record-keeping and financial reconciliation.
- Error Reduction & Efficiency: Significantly minimizes manual data entry errors and dramatically speeds up accounts payable processes.
How To Use
- Configure Gmail Trigger: Connect your Gmail account and specify the sender email (
invoices@paypal.comor your vendor) and attachment filter in the "Receiving Invoices" node. - Set up LlamaParse Credentials: Create an HTTP Header Auth credential for LlamaIndex API (cloud.llamaindex.ai) and link it to the "Upload to LlamaParse" node, including your API key.
- Connect OpenAI: Provide your OpenAI API key by creating an "OpenAI account" credential and linking it to the "OpenAI Model" node. Ensure
gpt-3.5-turbo-1106(or a newer model) is selected. - Review Structured Output Parser: Verify the
jsonSchemain the "Structured Output Parser" node matches the exact data fields you wish to extract from your invoices. - Configure Google Sheets: Connect your Google Sheets account to the "Append to Reconciliation Sheet" node. Select your target spreadsheet and worksheet, then map the extracted invoice fields to the corresponding sheet columns.
Apps Used
Workflow JSON
{
"id": "827a8ea0-b06c-46d9-9932-286666c6714a",
"name": "Automated Invoice Processing with AI and LlamaParse",
"nodes": 25,
"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: 827a8ea0-b06c...
About the Author
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Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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