Automated Invoice Processing and Cloud Storage
detail.loadingPreview
Streamline your invoice management by automatically identifying and categorizing important business documents. This workflow leverages AI to classify incoming files and securely store them in Google Drive, saving you time and reducing manual effort.
About This Workflow
This powerful n8n workflow automates the critical task of processing and organizing your business documents, specifically focusing on receipts and invoices. Upon receiving files via a webhook, it intelligently analyzes their content using OpenAI's GPT-4.1-MINI model to determine if they qualify as a software engineering business cost. If a match is found, the workflow automatically creates a dated folder in your Google Drive and uploads the relevant PDF, ensuring your financial records are always organized and accessible. The workflow is configurable, allowing you to specify your target 'match on' criteria and the destination Google Drive folder, offering a flexible and efficient solution for financial document management.
Key Features
- AI-Powered Document Classification: Utilizes OpenAI's advanced language models to accurately identify and categorize business-relevant documents like invoices.
- Automated Cloud Storage: Seamlessly integrates with Google Drive to organize and store identified documents in dated, accessible folders.
- Configurable Matching Criteria: Easily customize what types of documents the workflow should identify and process.
- Email Attachment Handling: Designed to process attachments from incoming emails, making it ideal for digitizing existing invoice streams.
- Webhook Triggered Automation: Initiates the entire process via a flexible webhook, allowing for integration with various external systems.
How To Use
- Set Up Webhook: Configure the 'Webhook' node to receive incoming data (e.g., from an email service or form submission). Ensure the incoming data includes the file to be processed, potentially as an attachment or a link.
- Configure Document Matching: In the 'Configure' node, update the 'Match on' string to define the criteria for identifying relevant documents (e.g., 'receipt for software subscription', 'invoice for cloud services'). Also, set the 'Google Drive folder to upload matched PDFs' URL with your desired root folder.
- Iterate Attachments: The 'Iterate over email attachments' node (or a similar file handling node) will extract individual files from the incoming data.
- Token Size Check: The 'Is text within token limit?' node ensures the document's text content doesn't exceed OpenAI's processing limits.
- AI Classification: The 'OpenAI' node sends the extracted text content and filename to GPT-4.1-MINI for classification based on your 'Match on' criteria.
- Folder Creation: The 'Create folder' node generates a new Google Drive folder with a date-stamped name (e.g., 'invoices_YYYY-MM-DD').
- File Upload: The 'Upload file to folder' node places the identified document into the newly created Google Drive folder.
- Response Handling: The 'Respond to Webhook' node sends an acknowledgment back to the originating system, including a link to the newly created Google Drive folder. Optionally, configure email sending via the 'Send email with invoices?' node for notifications.
Apps Used
Workflow JSON
{
"id": "7da9ed72-fd81-4a57-8f08-5039db979b7b",
"name": "Automated Invoice Processing and Cloud Storage",
"nodes": 28,
"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: 7da9ed72-fd81...
About the Author
Free n8n Workflows Official
System Admin
The official repository for verified enterprise-grade workflows.
Statistics
Related Workflows
Discover more workflows you might like
Universal CSV to JSON API Converter
Effortlessly transform CSV data into structured JSON with this versatile n8n workflow. Integrate it into any application as a custom API endpoint, supporting various input methods including file uploads and raw text.
Instant WooCommerce Order Notifications via Telegram
When a new order is placed on your WooCommerce store, instantly receive detailed notifications directly to your Telegram chat. Stay on top of your e-commerce operations with real-time alerts, including order specifics and a direct link to view the order.
On-Demand Microsoft SQL Query Execution
This workflow allows you to manually trigger and execute any SQL query against your Microsoft SQL Server database. Perfect for ad-hoc data lookups, administrative tasks, or quick tests, giving you direct control over your database operations.