n8n
Intermediate
Community
Published

Extract & Classify Invoices & Receipts with Gmail, OpenAI and Google Drive

This workflow automates the extraction and classification of invoices and receipts from Gmail, streamlining financial organization for small business owners and freelancers. It integrates Gmail, OpenAI, and Google Drive to process incoming emails, extract key details using AI, and store categorized documents in dedicated Google Drive folders. By reducing manual data entry and ensuring efficient document management, it saves time and minimizes errors. Key features include automated folder creation, AI-powered data extraction, and structured storage. Ideal for those seeking to enhance productivity and maintain organized financial records, this workflow leverages cutting-edge tools to simplify invoice and receipt handling seamlessly.

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Community Template

Shared by the n8n community. Curated and enhanced by Nightshade AI.

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6 Nodes

Node Types

Triggers
AI/LLM
Database
HTTP/API
Communication
Conditions
Workflow Overview

Purpose

This workflow template is designed to streamline the often tedious process of managing invoices and receipts, offering a seamless solution for small business owners and freelancers who need to keep their financial records organized without manual effort. By integrating Gmail, OpenAI, and Google Drive, it automatically extracts invoice and receipt data from emails, classifies them using AI, and stores them in a structured folder system within Google Drive. This eliminates the need for manual sorting and filing, saving valuable time and reducing the risk of errors. For businesses that rely on accurate and accessible financial records, this workflow ensures efficiency, clarity, and peace of mind, allowing users to focus on growth rather than paperwork.

Workflow Components
Open Ai
Set
Code
No Op
If
Merge
Google Drive
Webhook
Respond To Webhook
Gmail

+3 more components

Benefits
• Time Savings: Automate the tedious task of manually sorting and organizing invoices and receipts, saving up to 10 hours per month for small business owners and freelancers. Focus on growing your business instead of administrative chores.
• Efficiency: Streamline your financial record-keeping by automatically extracting, classifying, and storing invoices and receipts in Google Drive. Eliminate human error and ensure your records are always up-to-date.
• Scalability: Designed to handle increasing volumes of invoices and receipts as your business grows. Whether you process 10 or 1,000 documents monthly, this workflow adapts seamlessly to your needs.
• Reliability: Leverage OpenAI’s advanced AI to accurately classify and extract data from invoices and receipts, ensuring consistent and error-free results every time.
• Cost Benefits: Reduce the need for manual data entry or hiring additional staff for administrative tasks, saving your business hundreds of dollars annually.
• Enhanced Organization: Automatically create and manage folders in Google Drive, making it easy to retrieve invoices and receipts for audits, tax filings, or financial analysis.
• Actionable Insights: Extract key data points from invoices and receipts, enabling you to analyze spending patterns and make informed financial decisions.
• Seamless Integration: Effortlessly connects Gmail, OpenAI, and Google Drive, ensuring a smooth and automated workflow without the need for complex technical setups.

Transform your financial management process with this powerful automation workflow—free up time, reduce costs, and focus on what truly matters: growing your business.

Summary

This workflow automatically extracts and classifies invoices and receipts from Gmail using OpenAI, then organizes them into a dedicated Google Drive folder. It’s perfect for small business owners and freelancers looking to streamline financial document management. Save time and stay organized effortlessly!

Workflow Details
Status:Published
Type:n8n
Nodes:4
Setup time:55 min

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